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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 | $27,889 | $162,812-82.9% | $133,971-79.2% | $158,966-82.5% |
| Participation rate | 31.3% | 83.2%-52.0pp | 79.8%-48.6pp | 82.0%-50.7pp |
| Annual return | 11.19% | 41.94%-30.8pp | 45.09%-33.9pp | 302.95%-291.8pp |
| Employer contribution / active EE | $1,844 | $4,976-62.9% | $3,919-52.9% | $4,762-61.3% |
| Participant deferral / active EE | $5,690 | $5,910-3.7% | $5,047+12.7% | $5,983-4.9% |
| Admin fee / account holder | $951 | $11,741-91.9% | $8,929-89.3% | $11,250-91.5% |