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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 | $19,367 | $226,105-91.4% | $182,540-89.4% | $152,897-87.3% |
| Participation rate | 69.2% | 82.5%-13.2pp | 78.0%-8.7pp | 82.5%-13.2pp |
| Annual return | 22.94% | 192.58%-169.6pp | 148.58%-125.6pp | 345.43%-322.5pp |
| Employer contribution / active EE | $1,618 | $4,978-67.5% | $4,076-60.3% | $4,764-66.0% |
| Participant deferral / active EE | $1,916 | $6,370-69.9% | $5,525-65.3% | $5,851-67.3% |
| Admin fee / account holder | $1,945 | $10,706-81.8% | $8,593-77.4% | $11,599-83.2% |