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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 | $15,960 | $148,623-89.3% | $135,974-88.3% | $139,466-88.6% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 25.97% | 79.30%-53.3pp | 68.30%-42.3pp | 373.66%-347.7pp |
| Employer contribution / active EE | $1,989 | $5,246-62.1% | $4,859-59.1% | $4,754-58.2% |
| Participant deferral / active EE | $2,982 | $8,103-63.2% | $7,760-61.6% | $6,712-55.6% |
| Admin fee / account holder | $1,497 | $12,406-87.9% | $10,767-86.1% | $11,409-86.9% |