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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 | $21,323 | $135,956-84.3% | $123,894-82.8% | $273,972-92.2% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 12.93% | 56.63%-43.7pp | 47.52%-34.6pp | 41.46%-28.5pp |
| Employer contribution / active EE | $3,026 | $5,170-41.5% | $4,617-34.5% | $4,869-37.8% |
| Participant deferral / active EE | $6,112 | $6,343-3.6% | $5,984+2.1% | $5,287+15.6% |
| Admin fee / account holder | $5,180 | $9,817-47.2% | $8,357-38.0% | $10,133-48.9% |