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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 | $15,623 | $144,130-89.2% | $117,860-86.7% | $147,585-89.4% |
| Participation rate | 33.3% | 83.4%-50.1pp | 79.7%-46.3pp | 82.8%-49.5pp |
| Annual return | 19.40% | 531.20%-511.8pp | 335.10%-315.7pp | 578.58%-559.2pp |
| Employer contribution / active EE | $1,450 | $4,897-70.4% | $3,786-61.7% | $4,876-70.3% |
| Participant deferral / active EE | $1,794 | $5,316-66.3% | $4,482-60.0% | $5,439-67.0% |
| Admin fee / account holder | $812 | $10,887-92.5% | $8,021-89.9% | $10,886-92.5% |