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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 | $15,586 | $183,592-91.5% | $155,574-90.0% | $145,877-89.3% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 11.45% | 61.37%-49.9pp | 64.87%-53.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $1,946 | $5,317-63.4% | $4,676-58.4% | $4,663-58.3% |
| Participant deferral / active EE | $1,972 | $6,466-69.5% | $5,629-65.0% | $6,691-70.5% |
| Admin fee / account holder | $1,267 | $19,316-93.4% | $15,914-92.0% | $13,402-90.5% |