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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 | $21,430 | $157,304-86.4% | $141,197-84.8% | $152,909-86.0% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.5%-13.2pp |
| Annual return | 23.52% | 64.34%-40.8pp | 71.41%-47.9pp | 345.46%-321.9pp |
| Employer contribution / active EE | $1,746 | $5,263-66.8% | $4,736-63.1% | $4,764-63.4% |
| Participant deferral / active EE | $3,332 | $7,111-53.1% | $6,710-50.3% | $5,851-43.1% |
| Admin fee / account holder | $544 | $12,126-95.5% | $10,265-94.7% | $11,601-95.3% |