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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 | $24,454 | $78,707-68.9% | $117,861-79.3% | $70,126-65.1% |
| Participation rate | 64.5% | 73.2%-8.7pp | 79.7%-15.1pp | 69.5%-5.0pp |
| Annual return | 21.21% | 23.30%-2.1pp | 335.11%-313.9pp | 73.15%-51.9pp |
| Employer contribution / active EE | $1,503 | $2,223-32.4% | $3,786-60.3% | $2,343-35.9% |
| Participant deferral / active EE | $2,300 | $3,297-30.2% | $4,482-48.7% | $3,332-31.0% |
| Admin fee / account holder | $664 | $5,066-86.9% | $8,021-91.7% | $4,645-85.7% |