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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 | $15,895 | $165,399-90.4% | $149,745-89.4% | $158,982-90.0% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.3pp | 82.0%-12.7pp |
| Annual return | 16.18% | 348.34%-332.2pp | 276.72%-260.5pp | 302.99%-286.8pp |
| Employer contribution / active EE | $2,889 | $5,105-43.4% | $4,646-37.8% | $4,763-39.4% |
| Participant deferral / active EE | $4,477 | $7,183-37.7% | $6,843-34.6% | $5,983-25.2% |
| Admin fee / account holder | $5,606 | $10,811-48.1% | $9,312-39.8% | $11,252-50.2% |