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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 | $19,945 | $166,089-88.0% | $164,928-87.9% | $145,978-86.3% |
| Participation rate | 23.8% | 82.0%-58.2pp | 78.6%-54.8pp | 80.3%-56.5pp |
| Annual return | 17.20% | 100.26%-83.1pp | 70.08%-52.9pp | 550.52%-533.3pp |
| Employer contribution / active EE | $2,840 | $5,276-46.2% | $4,343-34.6% | $4,662-39.1% |
| Participant deferral / active EE | $3,340 | $6,961-52.0% | $6,034-44.6% | $6,690-50.1% |
| Admin fee / account holder | $5,075 | $16,641-69.5% | $12,684-60.0% | $13,400-62.1% |