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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 | $13,965 | $166,242-91.6% | $165,071-91.5% | $145,884-90.4% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 13.84% | 100.44%-86.6pp | 70.17%-56.3pp | 551.85%-538.0pp |
| Employer contribution / active EE | $2,487 | $5,283-52.9% | $4,347-42.8% | $4,662-46.7% |
| Participant deferral / active EE | $2,658 | $6,964-61.8% | $6,035-56.0% | $6,690-60.3% |
| Admin fee / account holder | $8,537 | $16,658-48.8% | $12,695-32.8% | $13,392-36.3% |