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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 | $12,468 | $154,228-91.9% | $145,433-91.4% | $137,256-90.9% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 18.56% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,306 | $4,804-72.8% | $4,554-71.3% | $4,156-68.6% |
| Participant deferral / active EE | $3,754 | $8,216-54.3% | $7,897-52.5% | $6,407-41.4% |
| Admin fee / account holder | $1,078 | $14,344-92.5% | $13,129-91.8% | $12,270-91.2% |