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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 | $29,587 | $86,298-65.7% | $111,308-73.4% | $85,847-65.5% |
| Participation rate | 37.0% | 73.3%-36.4pp | 77.3%-40.4pp | 69.3%-32.4pp |
| Annual return | 11.40% | 19.99%-8.6pp | 54.67%-43.3pp | 318.61%-307.2pp |
| Employer contribution / active EE | $1,911 | $2,044-6.5% | $2,732-30.0% | $2,565-25.5% |
| Participant deferral / active EE | $1,698 | $3,641-53.4% | $4,487-62.2% | $3,952-57.0% |
| Admin fee / account holder | $775 | $8,189-90.5% | $7,965-90.3% | $6,261-87.6% |