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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 | $17,840 | $157,296-88.7% | $141,191-87.4% | $152,897-88.3% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 24.58% | 64.34%-39.8pp | 71.41%-46.8pp | 345.43%-320.8pp |
| Employer contribution / active EE | $1,482 | $5,262-71.8% | $4,736-68.7% | $4,764-68.9% |
| Participant deferral / active EE | $3,147 | $7,111-55.7% | $6,710-53.1% | $5,851-46.2% |
| Admin fee / account holder | $1,042 | $12,125-91.4% | $10,264-89.8% | $11,599-91.0% |