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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 | $11,751 | $134,817-91.3% | $123,973-90.5% | $155,188-92.4% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 14.58% | 515.49%-500.9pp | 388.13%-373.6pp | 148.84%-134.3pp |
| Employer contribution / active EE | $1,112 | $4,425-74.9% | $4,126-73.0% | $4,248-73.8% |
| Participant deferral / active EE | $3,074 | $5,706-46.1% | $5,247-41.4% | $6,531-52.9% |
| Admin fee / account holder | $3,038 | $13,245-77.1% | $11,799-74.3% | $14,480-79.0% |