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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 | $15,761 | $178,174-91.2% | $156,181-89.9% | $137,256-88.5% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.8%-9.6pp | 80.0%-10.7pp |
| Annual return | 20.06% | 84.19%-64.1pp | 64.87%-44.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,114 | $4,972-77.6% | $4,294-74.1% | $4,156-73.2% |
| Participant deferral / active EE | $2,366 | $6,888-65.6% | $6,132-61.4% | $6,407-63.1% |
| Admin fee / account holder | $426 | $17,404-97.6% | $14,586-97.1% | $12,270-96.5% |