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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 | $15,643 | $183,592-91.5% | $155,567-89.9% | $145,959-89.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 20.98% | 61.24%-40.3pp | 64.74%-43.8pp | 561.95%-541.0pp |
| Employer contribution / active EE | $1,875 | $5,315-64.7% | $4,674-59.9% | $4,661-59.8% |
| Participant deferral / active EE | $3,512 | $6,464-45.7% | $5,628-37.6% | $6,689-47.5% |
| Admin fee / account holder | $1,934 | $19,318-90.0% | $15,916-87.8% | $13,398-85.6% |