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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 | $16,138 | $166,242-90.3% | $165,071-90.2% | $145,884-88.9% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 15.44% | 100.44%-85.0pp | 70.17%-54.7pp | 551.85%-536.4pp |
| Employer contribution / active EE | $1,491 | $5,283-71.8% | $4,347-65.7% | $4,662-68.0% |
| Participant deferral / active EE | $2,847 | $6,964-59.1% | $6,035-52.8% | $6,690-57.4% |
| Admin fee / account holder | $3,804 | $16,658-77.2% | $12,695-70.0% | $13,392-71.6% |