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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 | $17,837 | $147,556-87.9% | $129,031-86.2% | $198,609-91.0% |
| Participation rate | 62.5% | 77.2%-14.7pp | 73.4%-10.9pp | 82.4%-19.9pp |
| Annual return | 19.89% | 37.41%-17.5pp | 34.67%-14.8pp | 202.70%-182.8pp |
| Employer contribution / active EE | $871 | $3,645-76.1% | $3,226-73.0% | $5,055-82.8% |
| Participant deferral / active EE | $1,913 | $5,760-66.8% | $5,217-63.3% | $6,977-72.6% |
| Admin fee / account holder | $589 | $15,467-96.2% | $13,208-95.5% | $19,030-96.9% |