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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 | $14,612 | $107,363-86.4% | $92,909-84.3% | $152,897-90.4% |
| Participation rate | 64.3% | 79.8%-15.5pp | 76.0%-11.7pp | 82.5%-18.2pp |
| Annual return | 26.19% | 145.63%-119.4pp | 109.44%-83.3pp | 345.43%-319.2pp |
| Employer contribution / active EE | $1,588 | $4,222-62.4% | $3,653-56.5% | $4,764-66.7% |
| Participant deferral / active EE | $3,787 | $4,848-21.9% | $4,238-10.6% | $5,851-35.3% |
| Admin fee / account holder | $816 | $7,082-88.5% | $5,795-85.9% | $11,599-93.0% |