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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 | $23,715 | $199,109-88.1% | $173,730-86.3% | $154,746-84.7% |
| Participation rate | 56.5% | 82.8%-26.3pp | 79.6%-23.1pp | 80.7%-24.2pp |
| Annual return | 17.12% | 20.02%-2.9pp | 19.96%-2.8pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,220 | $5,311-58.2% | $4,577-51.5% | $4,379-49.3% |
| Participant deferral / active EE | $3,438 | $7,113-51.7% | $6,326-45.7% | $6,730-48.9% |
| Admin fee / account holder | $2,152 | $20,916-89.7% | $17,523-87.7% | $14,365-85.0% |