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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 | $14,370 | $156,398-90.8% | $147,318-90.2% | $138,895-89.7% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 0.00% | 78.75%-78.7pp | 70.43%-70.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,805 | $4,853-62.8% | $4,593-60.7% | $4,194-57.0% |
| Participant deferral / active EE | $8,369 | $8,237+1.6% | $7,906+5.9% | $6,396+30.8% |
| Admin fee / account holder | $1,559 | $14,976-89.6% | $13,708-88.6% | $12,562-87.6% |