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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 | $18,091 | $139,948-87.1% | $121,663-85.1% | $154,746-88.3% |
| Participation rate | 65.0% | 78.0%-13.0pp | 74.5%-9.5pp | 80.7%-15.7pp |
| Annual return | 16.67% | 230.52%-213.8pp | 147.54%-130.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,219 | $3,521-65.4% | $3,020-59.6% | $4,379-72.2% |
| Participant deferral / active EE | $2,641 | $5,629-53.1% | $4,887-46.0% | $6,730-60.8% |
| Admin fee / account holder | $2,578 | $17,321-85.1% | $14,289-82.0% | $14,365-82.1% |