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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 | $12,574 | $134,817-90.7% | $123,973-89.9% | $155,188-91.9% |
| Participation rate | 63.6% | 79.4%-15.8pp | 76.7%-13.0pp | 80.8%-17.2pp |
| Annual return | 18.35% | 515.49%-497.1pp | 388.13%-369.8pp | 148.84%-130.5pp |
| Employer contribution / active EE | $2,390 | $4,425-46.0% | $4,126-42.1% | $4,248-43.7% |
| Participant deferral / active EE | $4,332 | $5,706-24.1% | $5,247-17.4% | $6,531-33.7% |
| Admin fee / account holder | $3,291 | $13,245-75.2% | $11,799-72.1% | $14,480-77.3% |