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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 | $21,224 | $103,393-79.5% | $87,103-75.6% | $152,909-86.1% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 21.59% | 28.10%-6.5pp | 28.19%-6.6pp | 345.46%-323.9pp |
| Employer contribution / active EE | $1,593 | $3,221-50.5% | $2,521-36.8% | $4,764-66.6% |
| Participant deferral / active EE | $2,723 | $4,778-43.0% | $4,049-32.7% | $5,851-53.5% |
| Admin fee / account holder | $3,111 | $12,195-74.5% | $7,491-58.5% | $11,601-73.2% |