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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 | $16,844 | $162,136-89.6% | $152,301-88.9% | $154,746-89.1% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 20.89% | 91.02%-70.1pp | 80.50%-59.6pp | 172.34%-151.4pp |
| Employer contribution / active EE | $1,323 | $4,890-73.0% | $4,624-71.4% | $4,379-69.8% |
| Participant deferral / active EE | $3,112 | $8,341-62.7% | $8,004-61.1% | $6,730-53.8% |
| Admin fee / account holder | $1,410 | $15,759-91.1% | $14,398-90.2% | $14,365-90.2% |