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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 | $11,047 | $227,291-95.1% | $214,702-94.9% | $155,188-92.9% |
| Participation rate | 50.0% | 88.0%-38.0pp | 87.5%-37.5pp | 80.8%-30.8pp |
| Annual return | 13.45% | 60.08%-46.6pp | 54.55%-41.1pp | 148.84%-135.4pp |
| Employer contribution / active EE | $1,660 | $6,772-75.5% | $6,461-74.3% | $4,248-60.9% |
| Participant deferral / active EE | $3,790 | $9,582-60.4% | $9,147-58.6% | $6,531-42.0% |
| Admin fee / account holder | $1,172 | $20,413-94.3% | $19,830-94.1% | $14,480-91.9% |