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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 | $21,635 | $98,760-78.1% | $149,715-85.5% | $79,858-72.9% |
| Participation rate | 57.1% | 75.8%-18.6pp | 82.5%-25.3pp | 69.6%-12.5pp |
| Annual return | 18.58% | 27.43%-8.8pp | 276.66%-258.1pp | 31.72%-13.1pp |
| Employer contribution / active EE | $3,312 | $3,217+3.0% | $4,645-28.7% | $2,471+34.0% |
| Participant deferral / active EE | $3,452 | $5,681-39.2% | $6,842-49.5% | $3,740-7.7% |
| Admin fee / account holder | $3,778 | $6,053-37.6% | $9,310-59.4% | $5,306-28.8% |