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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 | $19,282 | $166,131-88.4% | $164,975-88.3% | $145,877-86.8% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 11.44% | 100.37%-88.9pp | 70.12%-58.7pp | 551.28%-539.8pp |
| Employer contribution / active EE | $2,750 | $5,276-47.9% | $4,343-36.7% | $4,663-41.0% |
| Participant deferral / active EE | $4,862 | $6,962-30.2% | $6,033-19.4% | $6,691-27.3% |
| Admin fee / account holder | $5,238 | $16,648-68.5% | $12,688-58.7% | $13,402-60.9% |