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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 | $15,368 | $183,592-91.6% | $155,574-90.1% | $145,877-89.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 12.15% | 61.37%-49.2pp | 64.87%-52.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $2,301 | $5,317-56.7% | $4,676-50.8% | $4,663-50.7% |
| Participant deferral / active EE | $2,301 | $6,466-64.4% | $5,629-59.1% | $6,691-65.6% |
| Admin fee / account holder | $1,156 | $19,316-94.0% | $15,914-92.7% | $13,402-91.4% |