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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 | $16,585 | $166,242-90.0% | $165,071-90.0% | $145,884-88.6% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 16.49% | 100.44%-84.0pp | 70.17%-53.7pp | 551.85%-535.4pp |
| Employer contribution / active EE | $1,510 | $5,283-71.4% | $4,347-65.3% | $4,662-67.6% |
| Participant deferral / active EE | $2,927 | $6,964-58.0% | $6,035-51.5% | $6,690-56.2% |
| Admin fee / account holder | $3,688 | $16,658-77.9% | $12,695-70.9% | $13,392-72.5% |