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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 | $17,804 | $156,616-88.6% | $133,346-86.6% | $198,609-91.0% |
| Participation rate | 60.0% | 77.7%-17.7pp | 72.8%-12.8pp | 82.4%-22.4pp |
| Annual return | 16.66% | 44.25%-27.6pp | 36.85%-20.2pp | 202.70%-186.0pp |
| Employer contribution / active EE | $2,133 | $3,368-36.7% | $2,853-25.2% | $5,055-57.8% |
| Participant deferral / active EE | $2,594 | $4,920-47.3% | $4,332-40.1% | $6,977-62.8% |
| Admin fee / account holder | $502 | $17,468-97.1% | $14,264-96.5% | $19,030-97.4% |