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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 | $13,011 | $107,363-87.9% | $92,909-86.0% | $152,897-91.5% |
| Participation rate | 68.8% | 79.8%-11.0pp | 76.0%-7.3pp | 82.5%-13.7pp |
| Annual return | 16.34% | 145.63%-129.3pp | 109.44%-93.1pp | 345.43%-329.1pp |
| Employer contribution / active EE | $1,616 | $4,222-61.7% | $3,653-55.8% | $4,764-66.1% |
| Participant deferral / active EE | $3,166 | $4,848-34.7% | $4,238-25.3% | $5,851-45.9% |
| Admin fee / account holder | $1,847 | $7,082-73.9% | $5,795-68.1% | $11,599-84.1% |