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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 | $10,431 | $134,817-92.3% | $123,973-91.6% | $155,188-93.3% |
| Participation rate | 42.9% | 79.4%-36.5pp | 76.7%-33.8pp | 80.8%-37.9pp |
| Annual return | 15.80% | 515.49%-499.7pp | 388.13%-372.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $1,388 | $4,425-68.6% | $4,126-66.4% | $4,248-67.3% |
| Participant deferral / active EE | $2,371 | $5,706-58.4% | $5,247-54.8% | $6,531-63.7% |
| Admin fee / account holder | $6,344 | $13,245-52.1% | $11,799-46.2% | $14,480-56.2% |