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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 | $28,407 | $227,399-87.5% | $189,758-85.0% | $198,609-85.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 18.67% | 61.03%-42.4pp | 52.62%-33.9pp | 202.70%-184.0pp |
| Employer contribution / active EE | $1,879 | $5,526-66.0% | $4,767-60.6% | $5,055-62.8% |
| Participant deferral / active EE | $3,651 | $6,837-46.6% | $5,856-37.7% | $6,977-47.7% |
| Admin fee / account holder | $6,213 | $25,162-75.3% | $20,388-69.5% | $19,030-67.4% |