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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 | $12,339 | $154,228-92.0% | $145,433-91.5% | $137,256-91.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 20.75% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,768 | $4,804-63.2% | $4,554-61.2% | $4,156-57.5% |
| Participant deferral / active EE | $2,913 | $8,216-64.6% | $7,897-63.1% | $6,407-54.5% |
| Admin fee / account holder | $727 | $14,344-94.9% | $13,129-94.5% | $12,270-94.1% |