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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 | $12,950 | $156,398-91.7% | $147,318-91.2% | $138,895-90.7% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.6pp | 79.9%-35.5pp |
| Annual return | 0.00% | 78.75%-78.7pp | 70.43%-70.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $3,200 | $4,853-34.1% | $4,593-30.3% | $4,194-23.7% |
| Participant deferral / active EE | $2,851 | $8,237-65.4% | $7,906-63.9% | $6,396-55.4% |
| Admin fee / account holder | $2,391 | $14,976-84.0% | $13,708-82.6% | $12,562-81.0% |