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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 | $22,718 | $58,828-61.4% | $78,002-70.9% | $62,881-63.9% |
| Participation rate | 41.4% | 71.1%-29.7pp | 75.5%-34.1pp | 69.3%-27.9pp |
| Annual return | 6.97% | 17.16%-10.2pp | 425.99%-419.0pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,684 | $1,672+0.7% | $2,470-31.8% | $2,281-26.2% |
| Participant deferral / active EE | $1,663 | $2,686-38.1% | $3,497-52.4% | $3,203-48.1% |
| Admin fee / account holder | $8,399 | $4,393+91.2% | $5,481+53.2% | $4,296+95.5% |