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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 | $20,905 | $142,354-85.3% | $125,529-83.3% | $155,188-86.5% |
| Participation rate | 42.1% | 78.1%-36.0pp | 74.7%-32.6pp | 80.8%-38.7pp |
| Annual return | 14.13% | 306.06%-291.9pp | 202.56%-188.4pp | 148.84%-134.7pp |
| Employer contribution / active EE | $1,032 | $3,501-70.5% | $3,058-66.2% | $4,248-75.7% |
| Participant deferral / active EE | $2,402 | $5,491-56.3% | $4,813-50.1% | $6,531-63.2% |
| Admin fee / account holder | $1,104 | $19,392-94.3% | $16,298-93.2% | $14,480-92.4% |