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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 | $24,788 | $171,492-85.5% | $150,734-83.6% | $198,609-87.5% |
| Participation rate | 69.6% | 81.4%-11.8pp | 78.4%-8.9pp | 82.4%-12.8pp |
| Annual return | 16.35% | 804.70%-788.4pp | 600.81%-584.5pp | 202.70%-186.3pp |
| Employer contribution / active EE | $1,417 | $5,470-74.1% | $4,918-71.2% | $5,055-72.0% |
| Participant deferral / active EE | $3,144 | $6,259-49.8% | $5,610-44.0% | $6,977-54.9% |
| Admin fee / account holder | $1,261 | $17,628-92.8% | $14,905-91.5% | $19,030-93.4% |