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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 | $14,230 | $159,934-91.1% | $147,005-90.3% | $145,959-90.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 12.83% | 98.24%-85.4pp | 418.76%-405.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $1,861 | $5,287-64.8% | $4,934-62.3% | $4,661-60.1% |
| Participant deferral / active EE | $3,168 | $8,427-62.4% | $8,070-60.7% | $6,689-52.6% |
| Admin fee / account holder | $579 | $15,053-96.2% | $13,006-95.6% | $13,398-95.7% |