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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 | $16,484 | $88,672-81.4% | $105,223-84.3% | $82,448-80.0% |
| Participation rate | 58.8% | 67.9%-9.1pp | 75.0%-16.2pp | 68.1%-9.2pp |
| Annual return | 16.83% | 30.86%-14.0pp | 180.65%-163.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,622 | $3,048-46.8% | $3,689-56.0% | $2,551-36.4% |
| Participant deferral / active EE | $2,446 | $4,036-39.4% | $5,072-51.8% | $4,139-40.9% |
| Admin fee / account holder | $911 | $7,146-87.2% | $8,859-89.7% | $7,234-87.4% |