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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 | $18,084 | $165,381-89.1% | $149,730-87.9% | $158,966-88.6% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 14.91% | 348.29%-333.4pp | 276.70%-261.8pp | 302.95%-288.0pp |
| Employer contribution / active EE | $1,696 | $5,104-66.8% | $4,645-63.5% | $4,762-64.4% |
| Participant deferral / active EE | $4,165 | $7,182-42.0% | $6,843-39.1% | $5,983-30.4% |
| Admin fee / account holder | $6,223 | $10,809-42.4% | $9,310-33.2% | $11,250-44.7% |