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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 | $17,598 | $112,121-84.3% | $95,960-81.7% | $158,966-88.9% |
| Participation rate | 42.9% | 79.0%-36.1pp | 77.1%-34.2pp | 82.0%-39.1pp |
| Annual return | 21.56% | 171.16%-149.6pp | 91.63%-70.1pp | 302.95%-281.4pp |
| Employer contribution / active EE | $1,389 | $3,199-56.6% | $2,541-45.3% | $4,762-70.8% |
| Participant deferral / active EE | $3,924 | $4,784-18.0% | $4,167-5.8% | $5,983-34.4% |
| Admin fee / account holder | $3,787 | $10,135-62.6% | $6,797-44.3% | $11,250-66.3% |