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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 | $17,012 | $185,905-90.8% | $170,057-90.0% | $139,487-87.8% |
| Participation rate | 55.6% | 87.8%-32.2pp | 87.0%-31.5pp | 80.3%-24.8pp |
| Annual return | 25.63% | 60.56%-34.9pp | 53.42%-27.8pp | 373.84%-348.2pp |
| Employer contribution / active EE | $1,761 | $7,597-76.8% | $6,790-74.1% | $4,755-63.0% |
| Participant deferral / active EE | $3,397 | $11,627-70.8% | $10,411-67.4% | $6,713-49.4% |
| Admin fee / account holder | $4,453 | $15,397-71.1% | $12,826-65.3% | $11,407-61.0% |