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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 | $19,985 | $93,373-78.6% | $152,473-86.9% | $85,847-76.7% |
| Participation rate | 57.0% | 70.1%-13.1pp | 78.2%-21.2pp | 69.3%-12.3pp |
| Annual return | 11.83% | 21.84%-10.0pp | 757.59%-745.8pp | 318.61%-306.8pp |
| Employer contribution / active EE | $1,287 | $2,996-57.0% | $4,326-70.3% | $2,565-49.8% |
| Participant deferral / active EE | $2,136 | $4,550-53.1% | $5,817-63.3% | $3,952-46.0% |
| Admin fee / account holder | $2,094 | $13,853-84.9% | $15,811-86.8% | $6,261-66.5% |