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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 | $15,521 | $107,363-85.5% | $92,909-83.3% | $152,897-89.8% |
| Participation rate | 38.9% | 79.8%-40.9pp | 76.0%-37.1pp | 82.5%-43.6pp |
| Annual return | 32.85% | 145.63%-112.8pp | 109.44%-76.6pp | 345.43%-312.6pp |
| Employer contribution / active EE | $1,251 | $4,222-70.4% | $3,653-65.7% | $4,764-73.7% |
| Participant deferral / active EE | $1,946 | $4,848-59.9% | $4,238-54.1% | $5,851-66.7% |
| Admin fee / account holder | $474 | $7,082-93.3% | $5,795-91.8% | $11,599-95.9% |