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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 | $14,557 | $183,592-92.1% | $155,567-90.6% | $145,959-90.0% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 18.51% | 61.24%-42.7pp | 64.74%-46.2pp | 561.95%-543.4pp |
| Employer contribution / active EE | $1,455 | $5,315-72.6% | $4,674-68.9% | $4,661-68.8% |
| Participant deferral / active EE | $4,472 | $6,464-30.8% | $5,628-20.5% | $6,689-33.1% |
| Admin fee / account holder | $1,632 | $19,318-91.6% | $15,916-89.7% | $13,398-87.8% |