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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 | $19,886 | $86,288-77.0% | $111,306-82.1% | $85,851-76.8% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.7pp | 69.3%-2.7pp |
| Annual return | 16.24% | 19.99%-3.7pp | 54.67%-38.4pp | 318.63%-302.4pp |
| Employer contribution / active EE | $1,454 | $2,044-28.8% | $2,732-46.8% | $2,565-43.3% |
| Participant deferral / active EE | $2,632 | $3,641-27.7% | $4,488-41.3% | $3,952-33.4% |
| Admin fee / account holder | $922 | $8,189-88.7% | $7,966-88.4% | $6,261-85.3% |