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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 | $18,205 | $166,268-89.1% | $165,100-89.0% | $145,897-87.5% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.6%-9.9pp | 80.3%-11.6pp |
| Annual return | 12.44% | 100.52%-88.1pp | 70.21%-57.8pp | 552.29%-539.9pp |
| Employer contribution / active EE | $1,265 | $5,284-76.1% | $4,348-70.9% | $4,663-72.9% |
| Participant deferral / active EE | $3,100 | $6,964-55.5% | $6,035-48.6% | $6,689-53.7% |
| Admin fee / account holder | $11,525 | $16,659-30.8% | $12,696-9.2% | $13,390-13.9% |