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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 | $19,259 | $124,346-84.5% | $111,308-82.7% | $167,536-88.5% |
| Participation rate | 65.2% | 79.6%-14.4pp | 77.3%-12.1pp | 82.1%-16.9pp |
| Annual return | 12.52% | 37.45%-24.9pp | 54.67%-42.1pp | 478.82%-466.3pp |
| Employer contribution / active EE | $1,311 | $3,437-61.9% | $2,732-52.0% | $4,839-72.9% |
| Participant deferral / active EE | $2,801 | $5,182-45.9% | $4,487-37.6% | $6,342-55.8% |
| Admin fee / account holder | $5,617 | $10,621-47.1% | $7,965-29.5% | $12,315-54.4% |