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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 | $16,173 | $157,276-89.7% | $141,177-88.5% | $152,885-89.4% |
| Participation rate | 52.4% | 84.8%-32.4pp | 82.5%-30.1pp | 82.5%-30.1pp |
| Annual return | 25.31% | 64.33%-39.0pp | 71.40%-46.1pp | 345.39%-320.1pp |
| Employer contribution / active EE | $989 | $5,262-81.2% | $4,736-79.1% | $4,763-79.2% |
| Participant deferral / active EE | $2,490 | $7,110-65.0% | $6,710-62.9% | $5,851-57.4% |
| Admin fee / account holder | $364 | $12,123-97.0% | $10,263-96.5% | $11,598-96.9% |