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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 | $21,081 | $88,672-76.2% | $105,223-80.0% | $82,448-74.4% |
| Participation rate | 69.9% | 67.9%+2.0pp | 75.0%-5.2pp | 68.1%+1.8pp |
| Annual return | 221.22% | 30.86%+190.4pp | 180.65%+40.6pp | 41.64%+179.6pp |
| Employer contribution / active EE | $1,599 | $3,048-47.5% | $3,689-56.7% | $2,551-37.3% |
| Participant deferral / active EE | $3,170 | $4,036-21.4% | $5,072-37.5% | $4,139-23.4% |
| Admin fee / account holder | $2,785 | $7,146-61.0% | $8,859-68.6% | $7,234-61.5% |