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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 | $160,028-89.3% | $147,080-88.3% | $145,884-88.2% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 9.77% | 98.60%-88.8pp | 420.17%-410.4pp | 551.85%-542.1pp |
| Employer contribution / active EE | $1,877 | $5,286-64.5% | $4,933-62.0% | $4,662-59.7% |
| Participant deferral / active EE | $3,753 | $8,422-55.4% | $8,066-53.5% | $6,690-43.9% |
| Admin fee / account holder | $1,347 | $15,030-91.0% | $12,989-89.6% | $13,392-89.9% |