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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 | $14,472 | $171,492-91.6% | $150,734-90.4% | $198,609-92.7% |
| Participation rate | 63.6% | 81.4%-17.8pp | 78.4%-14.8pp | 82.4%-18.7pp |
| Annual return | 19.50% | 804.70%-785.2pp | 600.81%-581.3pp | 202.70%-183.2pp |
| Employer contribution / active EE | $2,204 | $5,470-59.7% | $4,918-55.2% | $5,055-56.4% |
| Participant deferral / active EE | $2,570 | $6,259-58.9% | $5,610-54.2% | $6,977-63.2% |
| Admin fee / account holder | $785 | $17,628-95.5% | $14,905-94.7% | $19,030-95.9% |