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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 | $23,366 | $185,856-87.4% | $170,028-86.3% | $139,456-83.2% |
| Participation rate | 60.9% | 87.8%-26.9pp | 87.0%-26.1pp | 80.3%-19.5pp |
| Annual return | 24.41% | 60.52%-36.1pp | 53.39%-29.0pp | 373.45%-349.0pp |
| Employer contribution / active EE | $1,687 | $7,593-77.8% | $6,788-75.1% | $4,753-64.5% |
| Participant deferral / active EE | $3,269 | $11,623-71.9% | $10,409-68.6% | $6,711-51.3% |
| Admin fee / account holder | $401 | $15,387-97.4% | $12,820-96.9% | $11,407-96.5% |