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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 | $12,879 | $202,440-93.6% | $169,390-92.4% | $139,466-90.8% |
| Participation rate | 40.0% | 81.1%-41.1pp | 77.2%-37.2pp | 80.3%-40.3pp |
| Annual return | 18.63% | 532.36%-513.7pp | 406.07%-387.4pp | 373.66%-355.0pp |
| Employer contribution / active EE | $1,126 | $4,693-76.0% | $4,013-71.9% | $4,754-76.3% |
| Participant deferral / active EE | $2,821 | $6,940-59.4% | $6,222-54.7% | $6,712-58.0% |
| Admin fee / account holder | $1,848 | $10,722-82.8% | $9,015-79.5% | $11,409-83.8% |