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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 | $15,789 | $160,070-90.1% | $147,117-89.3% | $145,897-89.2% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-13.0pp | 80.3%-11.1pp |
| Annual return | 14.41% | 98.69%-84.3pp | 420.54%-406.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $1,773 | $5,285-66.4% | $4,932-64.0% | $4,663-62.0% |
| Participant deferral / active EE | $2,584 | $8,419-69.3% | $8,065-68.0% | $6,689-61.4% |
| Admin fee / account holder | $1,085 | $15,035-92.8% | $12,993-91.6% | $13,390-91.9% |