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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 | $17,559 | $124,346-85.9% | $111,306-84.2% | $167,553-89.5% |
| Participation rate | 40.9% | 79.6%-38.7pp | 77.3%-36.4pp | 82.1%-41.2pp |
| Annual return | 17.63% | 37.46%-19.8pp | 54.67%-37.0pp | 478.89%-461.3pp |
| Employer contribution / active EE | $1,301 | $3,438-62.1% | $2,732-52.4% | $4,840-73.1% |
| Participant deferral / active EE | $2,667 | $5,182-48.5% | $4,488-40.6% | $6,343-57.9% |
| Admin fee / account holder | $1,126 | $10,623-89.4% | $7,966-85.9% | $12,316-90.9% |