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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 | $17,218 | $160,028-89.2% | $147,080-88.3% | $145,884-88.2% |
| Participation rate | 57.9% | 84.0%-26.1pp | 82.2%-24.3pp | 80.3%-22.4pp |
| Annual return | 15.81% | 98.60%-82.8pp | 420.17%-404.4pp | 551.85%-536.0pp |
| Employer contribution / active EE | $1,998 | $5,286-62.2% | $4,933-59.5% | $4,662-57.1% |
| Participant deferral / active EE | $4,211 | $8,422-50.0% | $8,066-47.8% | $6,690-37.1% |
| Admin fee / account holder | $1,818 | $15,030-87.9% | $12,989-86.0% | $13,392-86.4% |