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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 | $15,463 | $165,399-90.7% | $149,745-89.7% | $158,982-90.3% |
| Participation rate | 68.4% | 84.6%-16.2pp | 82.5%-14.1pp | 82.0%-13.5pp |
| Annual return | 13.69% | 348.34%-334.6pp | 276.72%-263.0pp | 302.99%-289.3pp |
| Employer contribution / active EE | $1,070 | $5,105-79.0% | $4,646-77.0% | $4,763-77.5% |
| Participant deferral / active EE | $3,095 | $7,183-56.9% | $6,843-54.8% | $5,983-48.3% |
| Admin fee / account holder | $1,118 | $10,811-89.7% | $9,312-88.0% | $11,252-90.1% |