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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 | $31,532 | $196,972-84.0% | $182,262-82.7% | $198,609-84.1% |
| Participation rate | 58.8% | 85.7%-26.9pp | 84.2%-25.4pp | 82.4%-23.6pp |
| Annual return | 23.41% | 158.27%-134.9pp | 140.60%-117.2pp | 202.70%-179.3pp |
| Employer contribution / active EE | $2,917 | $5,364-45.6% | $5,046-42.2% | $5,055-42.3% |
| Participant deferral / active EE | $5,773 | $8,643-33.2% | $8,276-30.2% | $6,977-17.3% |
| Admin fee / account holder | $3,148 | $18,429-82.9% | $16,712-81.2% | $19,030-83.5% |