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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 | $17,428 | $125,190-86.1% | $105,624-83.5% | $145,897-88.1% |
| Participation rate | 55.6% | 77.6%-22.1pp | 75.3%-19.7pp | 80.3%-24.8pp |
| Annual return | 8.49% | 225.22%-216.7pp | 116.20%-107.7pp | 552.29%-543.8pp |
| Employer contribution / active EE | $1,056 | $3,720-71.6% | $3,168-66.7% | $4,663-77.4% |
| Participant deferral / active EE | $2,730 | $5,716-52.2% | $5,013-45.5% | $6,689-59.2% |
| Admin fee / account holder | $8,726 | $17,138-49.1% | $10,961-20.4% | $13,390-34.8% |