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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 | $14,500 | $175,259-91.7% | $149,723-90.3% | $139,487-89.6% |
| Participation rate | 68.4% | 83.4%-15.0pp | 78.8%-10.4pp | 80.3%-11.9pp |
| Annual return | 20.09% | 166.82%-146.7pp | 134.50%-114.4pp | 373.84%-353.7pp |
| Employer contribution / active EE | $1,273 | $5,478-76.8% | $4,821-73.6% | $4,755-73.2% |
| Participant deferral / active EE | $2,160 | $6,522-66.9% | $5,682-62.0% | $6,713-67.8% |
| Admin fee / account holder | $1,763 | $16,158-89.1% | $13,215-86.7% | $11,407-84.5% |