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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 | $22,212 | $165,381-86.6% | $149,730-85.2% | $158,966-86.0% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 36.90% | 348.29%-311.4pp | 276.70%-239.8pp | 302.95%-266.0pp |
| Employer contribution / active EE | $1,615 | $5,104-68.4% | $4,645-65.2% | $4,762-66.1% |
| Participant deferral / active EE | $2,940 | $7,182-59.1% | $6,843-57.0% | $5,983-50.9% |
| Admin fee / account holder | $336 | $10,809-96.9% | $9,310-96.4% | $11,250-97.0% |