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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 | $17,665 | $175,259-89.9% | $149,723-88.2% | $139,487-87.3% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 26.52% | 166.82%-140.3pp | 134.50%-108.0pp | 373.84%-347.3pp |
| Employer contribution / active EE | $1,719 | $5,478-68.6% | $4,821-64.3% | $4,755-63.8% |
| Participant deferral / active EE | $2,929 | $6,522-55.1% | $5,682-48.5% | $6,713-56.4% |
| Admin fee / account holder | $1,170 | $16,158-92.8% | $13,215-91.1% | $11,407-89.7% |