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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 | $11,955 | $112,935-89.4% | $90,970-86.9% | $158,966-92.5% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 26.78% | 215.79%-189.0pp | 134.58%-107.8pp | 302.95%-276.2pp |
| Employer contribution / active EE | $2,025 | $2,895-30.0% | $2,122-4.6% | $4,762-57.5% |
| Participant deferral / active EE | $3,152 | $4,129-23.7% | $3,373-6.6% | $5,983-47.3% |
| Admin fee / account holder | $1,937 | $8,045-75.9% | $5,960-67.5% | $11,250-82.8% |