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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 | $15,346 | $115,814-86.7% | $101,275-84.8% | $158,982-90.3% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 33.87% | 56.16%-22.3pp | 46.48%-12.6pp | 302.99%-269.1pp |
| Employer contribution / active EE | $2,696 | $4,176-35.4% | $3,660-26.3% | $4,763-43.4% |
| Participant deferral / active EE | $2,696 | $4,958-45.6% | $4,371-38.3% | $5,983-54.9% |
| Admin fee / account holder | $365 | $7,249-95.0% | $5,948-93.9% | $11,252-96.8% |