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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 | $22,916 | $91,559-75.0% | $133,978-82.9% | $79,856-71.3% |
| Participation rate | 64.3% | 73.3%-9.1pp | 79.8%-15.6pp | 69.6%-5.4pp |
| Annual return | 14.64% | 61.85%-47.2pp | 45.10%-30.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,553 | $2,384-34.8% | $3,919-60.4% | $2,471-37.1% |
| Participant deferral / active EE | $5,024 | $3,734+34.6% | $5,047-0.5% | $3,741+34.3% |
| Admin fee / account holder | $1,454 | $6,321-77.0% | $8,930-83.7% | $5,306-72.6% |