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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 | $12,768 | $154,228-91.7% | $145,433-91.2% | $137,256-90.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 20.90% | 74.59%-53.7pp | 66.58%-45.7pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,423 | $4,804-70.4% | $4,554-68.8% | $4,156-65.8% |
| Participant deferral / active EE | $3,695 | $8,216-55.0% | $7,897-53.2% | $6,407-42.3% |
| Admin fee / account holder | $363 | $14,344-97.5% | $13,129-97.2% | $12,270-97.0% |