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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 | $19,884 | $196,972-89.9% | $182,262-89.1% | $198,609-90.0% |
| Participation rate | 68.8% | 85.7%-16.9pp | 84.2%-15.5pp | 82.4%-13.6pp |
| Annual return | 20.94% | 158.27%-137.3pp | 140.60%-119.7pp | 202.70%-181.8pp |
| Employer contribution / active EE | $2,415 | $5,364-55.0% | $5,046-52.1% | $5,055-52.2% |
| Participant deferral / active EE | $4,444 | $8,643-48.6% | $8,276-46.3% | $6,977-36.3% |
| Admin fee / account holder | $985 | $18,429-94.7% | $16,712-94.1% | $19,030-94.8% |