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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 | $15,763 | $144,130-89.1% | $117,861-86.6% | $147,586-89.3% |
| Participation rate | 45.5% | 83.4%-38.0pp | 79.7%-34.2pp | 82.8%-37.4pp |
| Annual return | 34.28% | 531.20%-496.9pp | 335.11%-300.8pp | 578.59%-544.3pp |
| Employer contribution / active EE | $1,474 | $4,897-69.9% | $3,786-61.1% | $4,876-69.8% |
| Participant deferral / active EE | $3,273 | $5,316-38.4% | $4,482-27.0% | $5,439-39.8% |
| Admin fee / account holder | $490 | $10,887-95.5% | $8,021-93.9% | $10,886-95.5% |