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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 | $18,452 | $165,399-88.8% | $149,745-87.7% | $158,982-88.4% |
| Participation rate | 45.5% | 84.6%-39.1pp | 82.5%-37.0pp | 82.0%-36.5pp |
| Annual return | 21.89% | 348.34%-326.4pp | 276.72%-254.8pp | 302.99%-281.1pp |
| Employer contribution / active EE | $1,163 | $5,105-77.2% | $4,646-75.0% | $4,763-75.6% |
| Participant deferral / active EE | $2,992 | $7,183-58.3% | $6,843-56.3% | $5,983-50.0% |
| Admin fee / account holder | $328 | $10,811-97.0% | $9,312-96.5% | $11,252-97.1% |