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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 | $15,953 | $132,634-88.0% | $115,768-86.2% | $137,256-88.4% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.4%-17.3pp | 80.0%-22.8pp |
| Annual return | 23.51% | 160.70%-137.2pp | 100.46%-76.9pp | 220.34%-196.8pp |
| Employer contribution / active EE | $1,204 | $3,360-64.2% | $2,940-59.1% | $4,156-71.0% |
| Participant deferral / active EE | $2,293 | $5,619-59.2% | $4,917-53.4% | $6,407-64.2% |
| Admin fee / account holder | $1,236 | $15,028-91.8% | $12,439-90.1% | $12,270-89.9% |