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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 | $17,991 | $124,346-85.5% | $111,308-83.8% | $167,536-89.3% |
| Participation rate | 64.3% | 79.6%-15.3pp | 77.3%-13.0pp | 82.1%-17.8pp |
| Annual return | 14.66% | 37.45%-22.8pp | 54.67%-40.0pp | 478.82%-464.2pp |
| Employer contribution / active EE | $1,864 | $3,437-45.8% | $2,732-31.8% | $4,839-61.5% |
| Participant deferral / active EE | $3,706 | $5,182-28.5% | $4,487-17.4% | $6,342-41.6% |
| Admin fee / account holder | $11,420 | $10,621+7.5% | $7,965+43.4% | $12,315-7.3% |