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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 | $15,167 | $107,353-85.9% | $92,903-83.7% | $152,885-90.1% |
| Participation rate | 40.9% | 79.8%-38.9pp | 76.0%-35.1pp | 82.5%-41.5pp |
| Annual return | 26.32% | 145.62%-119.3pp | 109.43%-83.1pp | 345.39%-319.1pp |
| Employer contribution / active EE | $1,005 | $4,222-76.2% | $3,653-72.5% | $4,763-78.9% |
| Participant deferral / active EE | $2,054 | $4,848-57.6% | $4,238-51.5% | $5,851-64.9% |
| Admin fee / account holder | $1,513 | $7,081-78.6% | $5,795-73.9% | $11,598-87.0% |