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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 | $19,769 | $185,883-89.4% | $170,043-88.4% | $139,466-85.8% |
| Participation rate | 57.1% | 87.8%-30.6pp | 87.0%-29.9pp | 80.3%-23.2pp |
| Annual return | 11.29% | 60.54%-49.3pp | 53.40%-42.1pp | 373.66%-362.4pp |
| Employer contribution / active EE | $2,082 | $7,596-72.6% | $6,790-69.3% | $4,754-56.2% |
| Participant deferral / active EE | $3,116 | $11,626-73.2% | $10,410-70.1% | $6,712-53.6% |
| Admin fee / account holder | $1,866 | $15,393-87.9% | $12,824-85.4% | $11,409-83.6% |