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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 | $28,382 | $86,298-67.1% | $111,308-74.5% | $85,847-66.9% |
| Participation rate | 64.6% | 73.3%-8.8pp | 77.3%-12.7pp | 69.3%-4.7pp |
| Annual return | 14.11% | 19.99%-5.9pp | 54.67%-40.6pp | 318.61%-304.5pp |
| Employer contribution / active EE | $1,755 | $2,044-14.1% | $2,732-35.7% | $2,565-31.6% |
| Participant deferral / active EE | $3,873 | $3,641+6.4% | $4,487-13.7% | $3,952-2.0% |
| Admin fee / account holder | $1,253 | $8,189-84.7% | $7,965-84.3% | $6,261-80.0% |