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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 | $18,566 | $73,532-74.8% | $178,505-89.6% | $74,478-75.1% |
| Participation rate | 30.0% | 66.6%-36.6pp | 77.1%-47.1pp | 67.2%-37.2pp |
| Annual return | 25.44% | 17.49%+7.9pp | 27.16%-1.7pp | 1370.56%-1345.1pp |
| Employer contribution / active EE | $2,163 | $2,221-2.6% | $3,955-45.3% | $2,626-17.6% |
| Participant deferral / active EE | $4,192 | $4,519-7.2% | $6,280-33.3% | $4,350-3.6% |
| Admin fee / account holder | $1,760 | $1,813-2.9% | $10,428-83.1% | $1,946-9.6% |