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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 | $27,820 | $81,208-65.7% | $98,920-71.9% | $79,856-65.2% |
| Participation rate | 69.0% | 72.5%-3.5pp | 76.0%-7.1pp | 69.6%-0.7pp |
| Annual return | 40.30% | 60.99%-20.7pp | 196.47%-156.2pp | 31.71%+8.6pp |
| Employer contribution / active EE | $1,145 | $1,960-41.6% | $2,689-57.4% | $2,471-53.7% |
| Participant deferral / active EE | $3,146 | $3,265-3.6% | $4,245-25.9% | $3,741-15.9% |
| Admin fee / account holder | $3,664 | $6,013-39.1% | $6,643-44.8% | $5,306-31.0% |