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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,098 | $96,731-75.1% | $123,973-80.6% | $86,983-72.3% |
| Participation rate | 61.1% | 70.0%-8.9pp | 76.7%-15.5pp | 69.5%-8.4pp |
| Annual return | 24.72% | 17.33%+7.4pp | 388.13%-363.4pp | 25.83%-1.1pp |
| Employer contribution / active EE | $1,366 | $3,297-58.6% | $4,126-66.9% | $2,584-47.2% |
| Participant deferral / active EE | $3,733 | $4,152-10.1% | $5,247-28.8% | $4,194-11.0% |
| Admin fee / account holder | $1,194 | $8,722-86.3% | $11,799-89.9% | $7,856-84.8% |