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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 | $17,938 | $103,393-82.7% | $87,103-79.4% | $152,909-88.3% |
| Participation rate | 64.7% | 79.4%-14.6pp | 76.9%-12.2pp | 82.5%-17.7pp |
| Annual return | 27.76% | 28.10%-0.3pp | 28.19%-0.4pp | 345.46%-317.7pp |
| Employer contribution / active EE | $1,017 | $3,221-68.4% | $2,521-59.7% | $4,764-78.7% |
| Participant deferral / active EE | $2,153 | $4,778-54.9% | $4,049-46.8% | $5,851-63.2% |
| Admin fee / account holder | $950 | $12,195-92.2% | $7,491-87.3% | $11,601-91.8% |