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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 | $21,826 | $78,672-72.3% | $109,163-80.0% | $85,856-74.6% |
| Participation rate | 52.5% | 68.3%-15.8pp | 75.9%-23.4pp | 69.3%-16.8pp |
| Annual return | 22.00% | 25.09%-3.1pp | 25.75%-3.8pp | 318.58%-296.6pp |
| Employer contribution / active EE | $1,716 | $2,734-37.2% | $3,723-53.9% | $2,565-33.1% |
| Participant deferral / active EE | $2,893 | $3,467-16.6% | $4,654-37.8% | $3,952-26.8% |
| Admin fee / account holder | $907 | $5,470-83.4% | $6,754-86.6% | $6,261-85.5% |