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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 | $16,965 | $160,028-89.4% | $147,080-88.5% | $145,884-88.4% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 16.82% | 98.60%-81.8pp | 420.17%-403.4pp | 551.85%-535.0pp |
| Employer contribution / active EE | $1,720 | $5,286-67.5% | $4,933-65.1% | $4,662-63.1% |
| Participant deferral / active EE | $2,736 | $8,422-67.5% | $8,066-66.1% | $6,690-59.1% |
| Admin fee / account holder | $796 | $15,030-94.7% | $12,989-93.9% | $13,392-94.1% |