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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 | $21,939 | $212,386-89.7% | $199,883-89.0% | $138,895-84.2% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 20.58% | 47.75%-27.2pp | 43.81%-23.2pp | 145.39%-124.8pp |
| Employer contribution / active EE | $1,885 | $6,625-71.6% | $6,261-69.9% | $4,194-55.1% |
| Participant deferral / active EE | $3,207 | $9,617-66.7% | $9,138-64.9% | $6,396-49.9% |
| Admin fee / account holder | $4,272 | $18,233-76.6% | $17,268-75.3% | $12,562-66.0% |