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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 | $29,481 | $160,059-81.6% | $140,019-78.9% | $135,379-78.2% |
| Participation rate | 44.4% | 88.5%-44.1pp | 87.5%-43.1pp | 82.6%-38.2pp |
| Annual return | 6.08% | 911.44%-905.4pp | 651.15%-645.1pp | 519.79%-513.7pp |
| Employer contribution / active EE | $2,312 | $6,420-64.0% | $5,605-58.8% | $4,779-51.6% |
| Participant deferral / active EE | $2,842 | $7,641-62.8% | $6,927-59.0% | $5,609-49.3% |
| Admin fee / account holder | $1,942 | $13,328-85.4% | $10,705-81.9% | $10,828-82.1% |