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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 | $19,347 | $81,208-76.2% | $98,920-80.4% | $79,852-75.8% |
| Participation rate | 60.3% | 72.5%-12.2pp | 76.0%-15.7pp | 69.6%-9.3pp |
| Annual return | 21.86% | 60.99%-39.1pp | 196.47%-174.6pp | 31.72%-9.9pp |
| Employer contribution / active EE | $1,482 | $1,960-24.4% | $2,689-44.9% | $2,471-40.0% |
| Participant deferral / active EE | $2,092 | $3,265-35.9% | $4,245-50.7% | $3,740-44.1% |
| Admin fee / account holder | $773 | $6,013-87.1% | $6,643-88.4% | $5,306-85.4% |