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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 | $14,442 | $125,237-88.5% | $105,608-86.3% | $145,877-90.1% |
| Participation rate | 55.0% | 77.7%-22.7pp | 75.3%-20.3pp | 80.3%-25.3pp |
| Annual return | 25.72% | 225.76%-200.0pp | 116.50%-90.8pp | 551.28%-525.6pp |
| Employer contribution / active EE | $2,321 | $3,720-37.6% | $3,167-26.7% | $4,663-50.2% |
| Participant deferral / active EE | $6,154 | $5,711+7.8% | $5,010+22.8% | $6,691-8.0% |
| Admin fee / account holder | $1,989 | $17,287-88.5% | $11,028-82.0% | $13,402-85.2% |