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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 | $23,572 | $98,760-76.1% | $149,715-84.3% | $79,858-70.5% |
| Participation rate | 62.1% | 75.8%-13.7pp | 82.5%-20.4pp | 69.6%-7.6pp |
| Annual return | 15.37% | 27.43%-12.1pp | 276.66%-261.3pp | 31.72%-16.3pp |
| Employer contribution / active EE | $2,550 | $3,217-20.7% | $4,645-45.1% | $2,471+3.2% |
| Participant deferral / active EE | $3,462 | $5,681-39.1% | $6,842-49.4% | $3,740-7.4% |
| Admin fee / account holder | $5,397 | $6,053-10.8% | $9,310-42.0% | $5,306+1.7% |