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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 | $17,401 | $157,296-88.9% | $141,191-87.7% | $152,897-88.6% |
| Participation rate | 41.7% | 84.8%-43.2pp | 82.5%-40.8pp | 82.5%-40.8pp |
| Annual return | 23.88% | 64.34%-40.5pp | 71.41%-47.5pp | 345.43%-321.5pp |
| Employer contribution / active EE | $1,210 | $5,262-77.0% | $4,736-74.5% | $4,764-74.6% |
| Participant deferral / active EE | $2,540 | $7,111-64.3% | $6,710-62.2% | $5,851-56.6% |
| Admin fee / account holder | $1,085 | $12,125-91.1% | $10,264-89.4% | $11,599-90.6% |