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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 | $15,357 | $148,582-89.7% | $135,942-88.7% | $139,456-89.0% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 23.20% | 79.26%-56.1pp | 68.28%-45.1pp | 373.45%-350.2pp |
| Employer contribution / active EE | $1,712 | $5,245-67.4% | $4,858-64.8% | $4,753-64.0% |
| Participant deferral / active EE | $5,409 | $8,101-33.2% | $7,759-30.3% | $6,711-19.4% |
| Admin fee / account holder | $4,030 | $12,402-67.5% | $10,764-62.6% | $11,407-64.7% |