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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 | $23,506 | $144,130-83.7% | $117,860-80.1% | $147,585-84.1% |
| Participation rate | 61.1% | 83.4%-22.3pp | 79.7%-18.6pp | 82.8%-21.7pp |
| Annual return | 14.96% | 531.20%-516.2pp | 335.10%-320.1pp | 578.58%-563.6pp |
| Employer contribution / active EE | $1,389 | $4,897-71.6% | $3,786-63.3% | $4,876-71.5% |
| Participant deferral / active EE | $3,455 | $5,316-35.0% | $4,482-22.9% | $5,439-36.5% |
| Admin fee / account holder | $7,541 | $10,887-30.7% | $8,021-6.0% | $10,886-30.7% |