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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 | $17,197 | $160,028-89.3% | $147,080-88.3% | $145,884-88.2% |
| Participation rate | 53.3% | 84.0%-30.7pp | 82.2%-28.8pp | 80.3%-27.0pp |
| Annual return | 11.84% | 98.60%-86.8pp | 420.17%-408.3pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,791 | $5,286-66.1% | $4,933-63.7% | $4,662-61.6% |
| Participant deferral / active EE | $2,823 | $8,422-66.5% | $8,066-65.0% | $6,690-57.8% |
| Admin fee / account holder | $915 | $15,030-93.9% | $12,989-93.0% | $13,392-93.2% |