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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 | $18,126 | $157,304-88.5% | $141,197-87.2% | $152,909-88.1% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 28.83% | 64.34%-35.5pp | 71.41%-42.6pp | 345.46%-316.6pp |
| Employer contribution / active EE | $1,120 | $5,263-78.7% | $4,736-76.4% | $4,764-76.5% |
| Participant deferral / active EE | $3,386 | $7,111-52.4% | $6,710-49.5% | $5,851-42.1% |
| Admin fee / account holder | $303 | $12,126-97.5% | $10,265-97.0% | $11,601-97.4% |