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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 | $20,838 | $165,361-87.4% | $149,715-86.1% | $158,950-86.9% |
| Participation rate | 28.6% | 84.6%-56.0pp | 82.5%-53.9pp | 82.0%-53.4pp |
| Annual return | 12.48% | 348.24%-335.8pp | 276.66%-264.2pp | 302.91%-290.4pp |
| Employer contribution / active EE | $1,079 | $5,103-78.9% | $4,645-76.8% | $4,762-77.3% |
| Participant deferral / active EE | $3,243 | $7,182-54.8% | $6,842-52.6% | $5,983-45.8% |
| Admin fee / account holder | $13,765 | $10,808+27.4% | $9,310+47.9% | $11,248+22.4% |