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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 | $19,774 | $178,174-88.9% | $156,181-87.3% | $137,256-85.6% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.8%-21.7pp | 80.0%-22.8pp |
| Annual return | 16.48% | 84.19%-67.7pp | 64.87%-48.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,240 | $4,972-75.1% | $4,294-71.1% | $4,156-70.2% |
| Participant deferral / active EE | $2,349 | $6,888-65.9% | $6,132-61.7% | $6,407-63.3% |
| Admin fee / account holder | $2,668 | $17,404-84.7% | $14,586-81.7% | $12,270-78.3% |