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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 | $18,414 | $103,392-82.2% | $87,104-78.9% | $152,897-88.0% |
| Participation rate | 52.2% | 79.4%-27.2pp | 76.9%-24.7pp | 82.5%-30.3pp |
| Annual return | 22.41% | 28.10%-5.7pp | 28.19%-5.8pp | 345.43%-323.0pp |
| Employer contribution / active EE | $1,115 | $3,221-65.4% | $2,521-55.8% | $4,764-76.6% |
| Participant deferral / active EE | $1,804 | $4,778-62.2% | $4,048-55.4% | $5,851-69.2% |
| Admin fee / account holder | $980 | $12,194-92.0% | $7,491-86.9% | $11,599-91.6% |