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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 | $19,485 | $154,193-87.4% | $130,045-85.0% | $139,466-86.0% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.5%-14.2pp | 80.3%-16.0pp |
| Annual return | 19.40% | 32.51%-13.1pp | -137.30%+156.7pp | 373.66%-354.3pp |
| Employer contribution / active EE | $2,243 | $5,292-57.6% | $4,321-48.1% | $4,754-52.8% |
| Participant deferral / active EE | $4,496 | $6,709-33.0% | $5,820-22.7% | $6,712-33.0% |
| Admin fee / account holder | $2,721 | $13,989-80.5% | $10,600-74.3% | $11,409-76.1% |