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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 | $183,516-91.5% | $155,534-90.0% | $145,884-89.3% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 11.45% | 61.43%-50.0pp | 64.92%-53.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,946 | $5,315-63.4% | $4,675-58.4% | $4,662-58.3% |
| Participant deferral / active EE | $1,972 | $6,467-69.5% | $5,630-65.0% | $6,690-70.5% |
| Admin fee / account holder | $1,267 | $19,293-93.4% | $15,900-92.0% | $13,392-90.5% |