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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 | $19,374 | $157,304-87.7% | $141,197-86.3% | $152,909-87.3% |
| Participation rate | 63.2% | 84.8%-21.7pp | 82.5%-19.3pp | 82.5%-19.3pp |
| Annual return | 22.14% | 64.34%-42.2pp | 71.41%-49.3pp | 345.46%-323.3pp |
| Employer contribution / active EE | $1,542 | $5,263-70.7% | $4,736-67.4% | $4,764-67.6% |
| Participant deferral / active EE | $2,867 | $7,111-59.7% | $6,710-57.3% | $5,851-51.0% |
| Admin fee / account holder | $974 | $12,126-92.0% | $10,265-90.5% | $11,601-91.6% |