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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 | $12,952 | $154,228-91.6% | $145,433-91.1% | $137,256-90.6% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 29.36% | 74.59%-45.2pp | 66.58%-37.2pp | 220.34%-191.0pp |
| Employer contribution / active EE | $1,878 | $4,804-60.9% | $4,554-58.8% | $4,156-54.8% |
| Participant deferral / active EE | $2,573 | $8,216-68.7% | $7,897-67.4% | $6,407-59.8% |
| Admin fee / account holder | $731 | $14,344-94.9% | $13,129-94.4% | $12,270-94.0% |