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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 | $32,199 | $196,972-83.7% | $182,262-82.3% | $198,609-83.8% |
| Participation rate | 33.3% | 85.7%-52.4pp | 84.2%-50.9pp | 82.4%-49.0pp |
| Annual return | 23.78% | 158.27%-134.5pp | 140.60%-116.8pp | 202.70%-178.9pp |
| Employer contribution / active EE | $1,769 | $5,364-67.0% | $5,046-64.9% | $5,055-65.0% |
| Participant deferral / active EE | $4,558 | $8,643-47.3% | $8,276-44.9% | $6,977-34.7% |
| Admin fee / account holder | $518 | $18,429-97.2% | $16,712-96.9% | $19,030-97.3% |