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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 | $17,815 | $176,105-89.9% | $159,474-88.8% | $167,536-89.4% |
| Participation rate | 44.4% | 85.0%-40.5pp | 82.8%-38.4pp | 82.1%-37.7pp |
| Annual return | 16.34% | 331.91%-315.6pp | 263.68%-247.3pp | 478.82%-462.5pp |
| Employer contribution / active EE | $1,315 | $5,299-75.2% | $4,831-72.8% | $4,839-72.8% |
| Participant deferral / active EE | $3,518 | $7,751-54.6% | $7,353-52.2% | $6,342-44.5% |
| Admin fee / account holder | $3,369 | $12,559-73.2% | $10,802-68.8% | $12,315-72.6% |