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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 | $16,569 | $112,121-85.2% | $95,960-82.7% | $158,966-89.6% |
| Participation rate | 58.3% | 79.0%-20.7pp | 77.1%-18.7pp | 82.0%-23.6pp |
| Annual return | 34.27% | 171.16%-136.9pp | 91.63%-57.4pp | 302.95%-268.7pp |
| Employer contribution / active EE | $1,384 | $3,199-56.7% | $2,541-45.5% | $4,762-70.9% |
| Participant deferral / active EE | $4,315 | $4,784-9.8% | $4,167+3.6% | $5,983-27.9% |
| Admin fee / account holder | $770 | $10,135-92.4% | $6,797-88.7% | $11,250-93.2% |