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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 | $12,943 | $148,629-91.3% | $135,982-90.5% | $139,487-90.7% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 36.41% | 79.33%-42.9pp | 68.32%-31.9pp | 373.84%-337.4pp |
| Employer contribution / active EE | $1,480 | $5,247-71.8% | $4,859-69.6% | $4,755-68.9% |
| Participant deferral / active EE | $3,548 | $8,102-56.2% | $7,760-54.3% | $6,713-47.1% |
| Admin fee / account holder | $1,302 | $12,406-89.5% | $10,767-87.9% | $11,407-88.6% |