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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 | $18,897 | $106,918-82.3% | $84,021-77.5% | $152,897-87.6% |
| Participation rate | 55.6% | 75.2%-19.7pp | 69.0%-13.5pp | 82.5%-26.9pp |
| Annual return | 19.50% | 105.01%-85.5pp | 71.32%-51.8pp | 345.43%-325.9pp |
| Employer contribution / active EE | $808 | $2,735-70.5% | $1,984-59.3% | $4,764-83.0% |
| Participant deferral / active EE | $1,960 | $4,012-51.2% | $3,239-39.5% | $5,851-66.5% |
| Admin fee / account holder | $343 | $8,288-95.9% | $6,102-94.4% | $11,599-97.0% |