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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 | $11,442 | $183,516-93.8% | $155,534-92.6% | $145,884-92.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 16.38% | 61.43%-45.0pp | 64.92%-48.5pp | 551.85%-535.5pp |
| Employer contribution / active EE | $1,063 | $5,315-80.0% | $4,675-77.3% | $4,662-77.2% |
| Participant deferral / active EE | $2,911 | $6,467-55.0% | $5,630-48.3% | $6,690-56.5% |
| Admin fee / account holder | $3,232 | $19,293-83.3% | $15,900-79.7% | $13,392-75.9% |