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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 | $17,285 | $157,296-89.0% | $141,191-87.8% | $152,897-88.7% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 25.75% | 64.34%-38.6pp | 71.41%-45.7pp | 345.43%-319.7pp |
| Employer contribution / active EE | $1,812 | $5,262-65.6% | $4,736-61.7% | $4,764-62.0% |
| Participant deferral / active EE | $2,768 | $7,111-61.1% | $6,710-58.7% | $5,851-52.7% |
| Admin fee / account holder | $1,104 | $12,125-90.9% | $10,264-89.2% | $11,599-90.5% |