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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 | $19,472 | $157,829-87.7% | $136,867-85.8% | $198,609-90.2% |
| Participation rate | 66.7% | 77.2%-10.5pp | 74.5%-7.9pp | 82.4%-15.7pp |
| Annual return | 19.53% | 51.25%-31.7pp | 42.97%-23.4pp | 202.70%-183.2pp |
| Employer contribution / active EE | $1,000 | $3,923-74.5% | $3,547-71.8% | $5,055-80.2% |
| Participant deferral / active EE | $3,108 | $5,463-43.1% | $4,924-36.9% | $6,977-55.4% |
| Admin fee / account holder | $1,611 | $11,107-85.5% | $10,340-84.4% | $19,030-91.5% |