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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 | $13,261 | $154,228-91.4% | $145,433-90.9% | $137,256-90.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 15.38% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,354 | $4,804-71.8% | $4,554-70.3% | $4,156-67.4% |
| Participant deferral / active EE | $3,045 | $8,216-62.9% | $7,897-61.4% | $6,407-52.5% |
| Admin fee / account holder | $1,672 | $14,344-88.3% | $13,129-87.3% | $12,270-86.4% |