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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 | $15,085 | $160,059-90.6% | $140,019-89.2% | $135,379-88.9% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.5%-25.0pp | 82.6%-20.1pp |
| Annual return | 5.35% | 911.44%-906.1pp | 651.15%-645.8pp | 519.79%-514.4pp |
| Employer contribution / active EE | $2,253 | $6,420-64.9% | $5,605-59.8% | $4,779-52.9% |
| Participant deferral / active EE | $3,896 | $7,641-49.0% | $6,927-43.8% | $5,609-30.5% |
| Admin fee / account holder | $1,003 | $13,328-92.5% | $10,705-90.6% | $10,828-90.7% |