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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 | $159,934-89.4% | $147,005-88.5% | $145,959-88.4% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 16.82% | 98.24%-81.4pp | 418.76%-401.9pp | 561.95%-545.1pp |
| Employer contribution / active EE | $1,720 | $5,287-67.5% | $4,934-65.1% | $4,661-63.1% |
| Participant deferral / active EE | $2,736 | $8,427-67.5% | $8,070-66.1% | $6,689-59.1% |
| Admin fee / account holder | $796 | $15,053-94.7% | $13,006-93.9% | $13,398-94.1% |