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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 | $22,676 | $142,430-84.1% | $115,170-80.3% | $152,885-85.2% |
| Participation rate | 60.0% | 82.4%-22.4pp | 75.9%-15.9pp | 82.5%-22.5pp |
| Annual return | 24.30% | 41.48%-17.2pp | 35.60%-11.3pp | 345.39%-321.1pp |
| Employer contribution / active EE | $1,198 | $4,011-70.1% | $3,179-62.3% | $4,763-74.8% |
| Participant deferral / active EE | $1,888 | $5,165-63.5% | $4,169-54.7% | $5,851-67.7% |
| Admin fee / account holder | $1,280 | $8,464-84.9% | $7,089-81.9% | $11,598-89.0% |