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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 | $18,393 | $96,965-81.0% | $97,995-81.2% | $147,586-87.5% |
| Participation rate | 68.8% | 83.6%-14.9pp | 82.4%-13.6pp | 82.8%-14.1pp |
| Annual return | 20.89% | 24.11%-3.2pp | 23.94%-3.0pp | 578.59%-557.7pp |
| Employer contribution / active EE | $1,257 | $4,536-72.3% | $4,158-69.8% | $4,876-74.2% |
| Participant deferral / active EE | $1,860 | $5,081-63.4% | $5,097-63.5% | $5,439-65.8% |
| Admin fee / account holder | $708 | $8,120-91.3% | $5,943-88.1% | $10,886-93.5% |