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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 | $24,283 | $196,972-87.7% | $182,262-86.7% | $198,609-87.8% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 15.74% | 158.27%-142.5pp | 140.60%-124.9pp | 202.70%-187.0pp |
| Employer contribution / active EE | $3,028 | $5,364-43.6% | $5,046-40.0% | $5,055-40.1% |
| Participant deferral / active EE | $3,892 | $8,643-55.0% | $8,276-53.0% | $6,977-44.2% |
| Admin fee / account holder | $6,358 | $18,429-65.5% | $16,712-62.0% | $19,030-66.6% |