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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 | $20,646 | $88,203-76.6% | $165,100-87.5% | $74,478-72.3% |
| Participation rate | 52.1% | 73.1%-21.0pp | 78.6%-26.5pp | 67.2%-15.1pp |
| Annual return | 12.92% | 17.13%-4.2pp | 70.21%-57.3pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $1,955 | $2,601-24.8% | $4,348-55.0% | $2,626-25.6% |
| Participant deferral / active EE | $2,905 | $4,505-35.5% | $6,035-51.9% | $4,350-33.2% |
| Admin fee / account holder | $1,131 | $2,235-49.4% | $12,696-91.1% | $1,946-41.9% |