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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 | $12,507 | $107,353-88.3% | $92,903-86.5% | $152,885-91.8% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 23.11% | 145.62%-122.5pp | 109.43%-86.3pp | 345.39%-322.3pp |
| Employer contribution / active EE | $2,241 | $4,222-46.9% | $3,653-38.7% | $4,763-53.0% |
| Participant deferral / active EE | $3,023 | $4,848-37.6% | $4,238-28.7% | $5,851-48.3% |
| Admin fee / account holder | $2,303 | $7,081-67.5% | $5,795-60.3% | $11,598-80.1% |