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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 | $12,518 | $176,402-92.9% | $134,155-90.7% | $158,950-92.1% |
| Participation rate | 45.0% | 78.7%-33.7pp | 72.2%-27.2pp | 82.0%-37.0pp |
| Annual return | 18.45% | 63.66%-45.2pp | 36.34%-17.9pp | 302.91%-284.5pp |
| Employer contribution / active EE | $1,122 | $5,042-77.7% | $3,705-69.7% | $4,762-76.4% |
| Participant deferral / active EE | $2,351 | $4,093-42.6% | $3,500-32.8% | $5,983-60.7% |
| Admin fee / account holder | $2,280 | $8,719-73.9% | $6,685-65.9% | $11,248-79.7% |