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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 | $17,163 | $159,978-89.3% | $147,041-88.3% | $145,978-88.2% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 9.77% | 98.36%-88.6pp | 419.21%-409.4pp | 550.52%-540.7pp |
| Employer contribution / active EE | $1,877 | $5,288-64.5% | $4,935-62.0% | $4,662-59.7% |
| Participant deferral / active EE | $3,753 | $8,429-55.5% | $8,071-53.5% | $6,690-43.9% |
| Admin fee / account holder | $1,347 | $15,053-91.0% | $13,006-89.6% | $13,400-89.9% |