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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 | $14,526 | $148,582-90.2% | $135,942-89.3% | $139,456-89.6% |
| Participation rate | 38.5% | 83.9%-45.4pp | 81.9%-43.5pp | 80.3%-41.9pp |
| Annual return | 13.13% | 79.26%-66.1pp | 68.28%-55.1pp | 373.45%-360.3pp |
| Employer contribution / active EE | $3,139 | $5,245-40.2% | $4,858-35.4% | $4,753-34.0% |
| Participant deferral / active EE | $6,402 | $8,101-21.0% | $7,759-17.5% | $6,711-4.6% |
| Admin fee / account holder | $6,850 | $12,402-44.8% | $10,764-36.4% | $11,407-40.0% |