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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 | $18,755 | $165,361-88.7% | $149,715-87.5% | $158,950-88.2% |
| Participation rate | 61.9% | 84.6%-22.7pp | 82.5%-20.6pp | 82.0%-20.1pp |
| Annual return | 23.19% | 348.24%-325.0pp | 276.66%-253.5pp | 302.91%-279.7pp |
| Employer contribution / active EE | $1,650 | $5,103-67.7% | $4,645-64.5% | $4,762-65.4% |
| Participant deferral / active EE | $2,471 | $7,182-65.6% | $6,842-63.9% | $5,983-58.7% |
| Admin fee / account holder | $2,057 | $10,808-81.0% | $9,310-77.9% | $11,248-81.7% |