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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 | $12,122 | $201,259-94.0% | $184,200-93.4% | $145,959-91.7% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 15.93% | 28.98%-13.0pp | 28.80%-12.9pp | 561.95%-546.0pp |
| Employer contribution / active EE | $2,041 | $7,018-70.9% | $6,424-68.2% | $4,661-56.2% |
| Participant deferral / active EE | $3,670 | $9,806-62.6% | $9,132-59.8% | $6,689-45.1% |
| Admin fee / account holder | $11,957 | $16,372-27.0% | $13,907-14.0% | $13,398-10.8% |