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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 | $18,647 | $232,540-92.0% | $185,117-89.9% | $147,586-87.4% |
| Participation rate | 61.5% | 82.4%-20.8pp | 77.3%-15.7pp | 82.8%-21.3pp |
| Annual return | 18.83% | 43.03%-24.2pp | 40.50%-21.7pp | 578.59%-559.8pp |
| Employer contribution / active EE | $1,444 | $5,195-72.2% | $4,182-65.5% | $4,876-70.4% |
| Participant deferral / active EE | $2,151 | $5,834-63.1% | $5,045-57.4% | $5,439-60.4% |
| Admin fee / account holder | $1,077 | $10,275-89.5% | $8,159-86.8% | $10,886-90.1% |