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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 | $18,485 | $103,392-82.1% | $87,104-78.8% | $152,897-87.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 19.68% | 28.10%-8.4pp | 28.19%-8.5pp | 345.43%-325.8pp |
| Employer contribution / active EE | $1,930 | $3,221-40.1% | $2,521-23.4% | $4,764-59.5% |
| Participant deferral / active EE | $1,905 | $4,778-60.1% | $4,048-52.9% | $5,851-67.4% |
| Admin fee / account holder | $4,168 | $12,194-65.8% | $7,491-44.4% | $11,599-64.1% |