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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 | $21,830 | $88,672-75.4% | $105,223-79.3% | $82,448-73.5% |
| Participation rate | 64.3% | 67.9%-3.6pp | 75.0%-10.8pp | 68.1%-3.8pp |
| Annual return | 23.72% | 30.86%-7.1pp | 180.65%-156.9pp | 41.64%-17.9pp |
| Employer contribution / active EE | $1,729 | $3,048-43.3% | $3,689-53.1% | $2,551-32.2% |
| Participant deferral / active EE | $2,595 | $4,036-35.7% | $5,072-48.8% | $4,139-37.3% |
| Admin fee / account holder | $748 | $7,146-89.5% | $8,859-91.6% | $7,234-89.7% |