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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 | $12,996 | $129,737-90.0% | $119,126-89.1% | $154,746-91.6% |
| Participation rate | 55.6% | 78.9%-23.3pp | 75.8%-20.2pp | 80.7%-25.1pp |
| Annual return | 18.85% | 379.08%-360.2pp | 282.11%-263.3pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,203 | $4,375-72.5% | $4,034-70.2% | $4,379-72.5% |
| Participant deferral / active EE | $1,886 | $5,842-67.7% | $5,318-64.5% | $6,730-72.0% |
| Admin fee / account holder | $1,522 | $11,961-87.3% | $10,693-85.8% | $14,365-89.4% |