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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 | $15,191 | $112,935-86.5% | $90,970-83.3% | $158,966-90.4% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 24.21% | 215.79%-191.6pp | 134.58%-110.4pp | 302.95%-278.7pp |
| Employer contribution / active EE | $942 | $2,895-67.5% | $2,122-55.6% | $4,762-80.2% |
| Participant deferral / active EE | $1,095 | $4,129-73.5% | $3,373-67.5% | $5,983-81.7% |
| Admin fee / account holder | $994 | $8,045-87.7% | $5,960-83.3% | $11,250-91.2% |