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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 | $12,657 | $183,539-93.1% | $155,556-91.9% | $145,897-91.3% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 8.85% | 61.31%-52.5pp | 64.84%-56.0pp | 552.29%-543.4pp |
| Employer contribution / active EE | $2,016 | $5,315-62.1% | $4,675-56.9% | $4,663-56.8% |
| Participant deferral / active EE | $4,581 | $6,467-29.2% | $5,631-18.6% | $6,689-31.5% |
| Admin fee / account holder | $2,954 | $19,275-84.7% | $15,885-81.4% | $13,390-77.9% |