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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 | $24,192 | $86,298-72.0% | $111,308-78.3% | $85,847-71.8% |
| Participation rate | 62.5% | 73.3%-10.8pp | 77.3%-14.8pp | 69.3%-6.8pp |
| Annual return | 13.42% | 19.99%-6.6pp | 54.67%-41.2pp | 318.61%-305.2pp |
| Employer contribution / active EE | $1,193 | $2,044-41.6% | $2,732-56.3% | $2,565-53.5% |
| Participant deferral / active EE | $1,994 | $3,641-45.2% | $4,487-55.6% | $3,952-49.5% |
| Admin fee / account holder | $1,949 | $8,189-76.2% | $7,965-75.5% | $6,261-68.9% |