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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 | $21,767 | $165,399-86.8% | $149,745-85.5% | $158,982-86.3% |
| Participation rate | 36.4% | 84.6%-48.2pp | 82.5%-46.1pp | 82.0%-45.6pp |
| Annual return | 25.63% | 348.34%-322.7pp | 276.72%-251.1pp | 302.99%-277.4pp |
| Employer contribution / active EE | $1,144 | $5,105-77.6% | $4,646-75.4% | $4,763-76.0% |
| Participant deferral / active EE | $2,680 | $7,183-62.7% | $6,843-60.8% | $5,983-55.2% |
| Admin fee / account holder | $2,818 | $10,811-73.9% | $9,312-69.7% | $11,252-75.0% |