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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 | $21,873 | $88,672-75.3% | $105,223-79.2% | $82,448-73.5% |
| Participation rate | 61.2% | 67.9%-6.7pp | 75.0%-13.9pp | 68.1%-6.9pp |
| Annual return | 18.69% | 30.86%-12.2pp | 180.65%-162.0pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,555 | $3,048-49.0% | $3,689-57.8% | $2,551-39.0% |
| Participant deferral / active EE | $1,954 | $4,036-51.6% | $5,072-61.5% | $4,139-52.8% |
| Admin fee / account holder | $1,322 | $7,146-81.5% | $8,859-85.1% | $7,234-81.7% |