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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 | $11,904 | $183,516-93.5% | $155,534-92.3% | $145,884-91.8% |
| Participation rate | 18.2% | 82.7%-64.5pp | 78.2%-60.0pp | 80.3%-62.1pp |
| Annual return | 23.54% | 61.43%-37.9pp | 64.92%-41.4pp | 551.85%-528.3pp |
| Employer contribution / active EE | $1,887 | $5,315-64.5% | $4,675-59.6% | $4,662-59.5% |
| Participant deferral / active EE | $1,887 | $6,467-70.8% | $5,630-66.5% | $6,690-71.8% |
| Admin fee / account holder | $1,695 | $19,293-91.2% | $15,900-89.3% | $13,392-87.3% |