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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 | $11,576 | $148,582-92.2% | $135,942-91.5% | $139,456-91.7% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 19.61% | 79.26%-59.6pp | 68.28%-48.7pp | 373.45%-353.8pp |
| Employer contribution / active EE | $2,145 | $5,245-59.1% | $4,858-55.8% | $4,753-54.9% |
| Participant deferral / active EE | $3,133 | $8,101-61.3% | $7,759-59.6% | $6,711-53.3% |
| Admin fee / account holder | $4,853 | $12,402-60.9% | $10,764-54.9% | $11,407-57.5% |