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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 | $25,559 | $217,432-88.2% | $185,851-86.2% | $167,553-84.7% |
| Participation rate | 59.1% | 86.1%-27.0pp | 81.7%-22.6pp | 82.1%-23.0pp |
| Annual return | 12.29% | 148.43%-136.1pp | 122.11%-109.8pp | 478.89%-466.6pp |
| Employer contribution / active EE | $2,028 | $5,874-65.5% | $5,168-60.8% | $4,840-58.1% |
| Participant deferral / active EE | $3,490 | $6,357-45.1% | $5,569-37.3% | $6,343-45.0% |
| Admin fee / account holder | $546 | $19,820-97.2% | $16,245-96.6% | $12,316-95.6% |