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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 | $12,214 | $178,174-93.1% | $156,181-92.2% | $137,256-91.1% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.8%-16.3pp | 80.0%-17.5pp |
| Annual return | 22.82% | 84.19%-61.4pp | 64.87%-42.1pp | 220.34%-197.5pp |
| Employer contribution / active EE | $1,417 | $4,972-71.5% | $4,294-67.0% | $4,156-65.9% |
| Participant deferral / active EE | $3,067 | $6,888-55.5% | $6,132-50.0% | $6,407-52.1% |
| Admin fee / account holder | $1,117 | $17,404-93.6% | $14,586-92.3% | $12,270-90.9% |