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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 | $17,035 | $157,276-89.2% | $141,177-87.9% | $152,885-88.9% |
| Participation rate | 59.1% | 84.8%-25.7pp | 82.5%-23.4pp | 82.5%-23.4pp |
| Annual return | 61.65% | 64.33%-2.7pp | 71.40%-9.8pp | 345.39%-283.7pp |
| Employer contribution / active EE | $1,181 | $5,262-77.6% | $4,736-75.1% | $4,763-75.2% |
| Participant deferral / active EE | $2,647 | $7,110-62.8% | $6,710-60.5% | $5,851-54.8% |
| Admin fee / account holder | $1,179 | $12,123-90.3% | $10,263-88.5% | $11,598-89.8% |