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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 | $21,085 | $152,592-86.2% | $125,180-83.2% | $152,885-86.2% |
| Participation rate | 64.3% | 83.3%-19.1pp | 79.8%-15.5pp | 82.5%-18.2pp |
| Annual return | 20.86% | 54.84%-34.0pp | 43.79%-22.9pp | 345.39%-324.5pp |
| Employer contribution / active EE | $1,055 | $4,947-78.7% | $3,866-72.7% | $4,763-77.9% |
| Participant deferral / active EE | $2,334 | $5,868-60.2% | $4,937-52.7% | $5,851-60.1% |
| Admin fee / account holder | $7,290 | $13,435-45.7% | $9,703-24.9% | $11,598-37.1% |