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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 | $17,811 | $112,121-84.1% | $95,960-81.4% | $158,966-88.8% |
| Participation rate | 64.3% | 79.0%-14.7pp | 77.1%-12.8pp | 82.0%-17.7pp |
| Annual return | 12.89% | 171.16%-158.3pp | 91.63%-78.7pp | 302.95%-290.1pp |
| Employer contribution / active EE | $1,383 | $3,199-56.8% | $2,541-45.6% | $4,762-71.0% |
| Participant deferral / active EE | $2,726 | $4,784-43.0% | $4,167-34.6% | $5,983-54.4% |
| Admin fee / account holder | $1,246 | $10,135-87.7% | $6,797-81.7% | $11,250-88.9% |