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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 | $20,437 | $157,296-87.0% | $141,191-85.5% | $152,897-86.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 21.92% | 64.34%-42.4pp | 71.41%-49.5pp | 345.43%-323.5pp |
| Employer contribution / active EE | $1,804 | $5,262-65.7% | $4,736-61.9% | $4,764-62.1% |
| Participant deferral / active EE | $2,391 | $7,111-66.4% | $6,710-64.4% | $5,851-59.1% |
| Admin fee / account holder | $6,058 | $12,125-50.0% | $10,264-41.0% | $11,599-47.8% |