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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 | $14,478 | $107,368-86.5% | $92,915-84.4% | $152,909-90.5% |
| Participation rate | 57.9% | 79.8%-21.9pp | 76.0%-18.1pp | 82.5%-24.6pp |
| Annual return | 22.88% | 145.64%-122.8pp | 109.45%-86.6pp | 345.46%-322.6pp |
| Employer contribution / active EE | $2,896 | $4,222-31.4% | $3,653-20.7% | $4,764-39.2% |
| Participant deferral / active EE | $3,010 | $4,848-37.9% | $4,238-29.0% | $5,851-48.6% |
| Admin fee / account holder | $2,500 | $7,082-64.7% | $5,796-56.9% | $11,601-78.4% |