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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 | $20,142 | $118,708-83.0% | $98,920-79.6% | $158,982-87.3% |
| Participation rate | 47.1% | 77.8%-30.8pp | 76.0%-29.0pp | 82.0%-34.9pp |
| Annual return | 18.52% | 372.49%-354.0pp | 196.47%-177.9pp | 302.99%-284.5pp |
| Employer contribution / active EE | $912 | $3,334-72.7% | $2,689-66.1% | $4,763-80.9% |
| Participant deferral / active EE | $1,787 | $5,089-64.9% | $4,245-57.9% | $5,983-70.1% |
| Admin fee / account holder | $526 | $10,134-94.8% | $6,643-92.1% | $11,252-95.3% |