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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 | $12,994 | $138,102-90.6% | $125,381-89.6% | $134,532-90.3% |
| Participation rate | 56.3% | 84.5%-28.2pp | 82.4%-26.1pp | 81.2%-25.0pp |
| Annual return | 7.17% | 750.73%-743.6pp | 572.31%-565.1pp | 418.27%-411.1pp |
| Employer contribution / active EE | $1,460 | $5,245-72.2% | $4,815-69.7% | $4,741-69.2% |
| Participant deferral / active EE | $2,617 | $7,801-66.5% | $7,448-64.9% | $6,401-59.1% |
| Admin fee / account holder | $340 | $11,568-97.1% | $10,007-96.6% | $11,429-97.0% |