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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 | $21,163 | $139,948-84.9% | $121,663-82.6% | $154,746-86.3% |
| Participation rate | 47.1% | 78.0%-31.0pp | 74.5%-27.4pp | 80.7%-33.6pp |
| Annual return | 19.85% | 230.52%-210.7pp | 147.54%-127.7pp | 172.34%-152.5pp |
| Employer contribution / active EE | $749 | $3,521-78.7% | $3,020-75.2% | $4,379-82.9% |
| Participant deferral / active EE | $3,026 | $5,629-46.2% | $4,887-38.1% | $6,730-55.0% |
| Admin fee / account holder | $389 | $17,321-97.8% | $14,289-97.3% | $14,365-97.3% |