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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 | $14,365 | $185,312-92.2% | $161,489-91.1% | $154,746-90.7% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 19.70% | 103.84%-84.1pp | 89.72%-70.0pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,307 | $4,769-72.6% | $4,268-69.4% | $4,379-70.2% |
| Participant deferral / active EE | $2,688 | $6,350-57.7% | $5,630-52.2% | $6,730-60.1% |
| Admin fee / account holder | $718 | $18,654-96.1% | $16,006-95.5% | $14,365-95.0% |