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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 | $18,464 | $157,304-88.3% | $141,197-86.9% | $152,909-87.9% |
| Participation rate | 68.4% | 84.8%-16.4pp | 82.5%-14.1pp | 82.5%-14.0pp |
| Annual return | 17.29% | 64.34%-47.1pp | 71.41%-54.1pp | 345.46%-328.2pp |
| Employer contribution / active EE | $1,954 | $5,263-62.9% | $4,736-58.7% | $4,764-59.0% |
| Participant deferral / active EE | $4,106 | $7,111-42.3% | $6,710-38.8% | $5,851-29.8% |
| Admin fee / account holder | $8,927 | $12,126-26.4% | $10,265-13.0% | $11,601-23.1% |