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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 | $12,170 | $112,131-89.1% | $95,964-87.3% | $158,982-92.3% |
| Participation rate | 33.3% | 79.0%-45.7pp | 77.1%-43.8pp | 82.0%-48.6pp |
| Annual return | 13.95% | 171.19%-157.2pp | 91.64%-77.7pp | 302.99%-289.0pp |
| Employer contribution / active EE | $2,292 | $3,199-28.4% | $2,541-9.8% | $4,763-51.9% |
| Participant deferral / active EE | $2,550 | $4,784-46.7% | $4,167-38.8% | $5,983-57.4% |
| Admin fee / account holder | $5,405 | $10,136-46.7% | $6,797-20.5% | $11,252-52.0% |