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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 | $202,460-93.6% | $169,385-92.4% | $139,456-90.8% |
| Participation rate | 40.0% | 81.1%-41.1pp | 77.2%-37.2pp | 80.3%-40.3pp |
| Annual return | 18.63% | 532.07%-513.4pp | 405.82%-387.2pp | 373.45%-354.8pp |
| Employer contribution / active EE | $1,126 | $4,691-76.0% | $4,012-71.9% | $4,753-76.3% |
| Participant deferral / active EE | $2,821 | $6,938-59.3% | $6,221-54.7% | $6,711-58.0% |
| Admin fee / account holder | $1,848 | $10,719-82.8% | $9,011-79.5% | $11,407-83.8% |