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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 | $18,706 | $63,346-70.5% | $92,240-79.7% | $70,126-73.3% |
| Participation rate | 61.0% | 68.7%-7.7pp | 76.5%-15.5pp | 69.5%-8.6pp |
| Annual return | 13.33% | 530.19%-516.9pp | 176.29%-163.0pp | 73.15%-59.8pp |
| Employer contribution / active EE | $2,428 | $2,471-1.7% | $3,680-34.0% | $2,343+3.7% |
| Participant deferral / active EE | $1,372 | $2,854-51.9% | $3,897-64.8% | $3,332-58.8% |
| Admin fee / account holder | $1,595 | $3,841-58.5% | $5,194-69.3% | $4,645-65.7% |