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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 | $15,659 | $175,259-91.1% | $149,723-89.5% | $139,487-88.8% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 21.72% | 166.82%-145.1pp | 134.50%-112.8pp | 373.84%-352.1pp |
| Employer contribution / active EE | $1,271 | $5,478-76.8% | $4,821-73.6% | $4,755-73.3% |
| Participant deferral / active EE | $3,425 | $6,522-47.5% | $5,682-39.7% | $6,713-49.0% |
| Admin fee / account holder | $316 | $16,158-98.0% | $13,215-97.6% | $11,407-97.2% |