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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% | $155,567-90.1% | $145,959-89.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 12.15% | 61.24%-49.1pp | 64.74%-52.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $2,301 | $5,315-56.7% | $4,674-50.8% | $4,661-50.6% |
| Participant deferral / active EE | $2,301 | $6,464-64.4% | $5,628-59.1% | $6,689-65.6% |
| Admin fee / account holder | $1,156 | $19,318-94.0% | $15,916-92.7% | $13,398-91.4% |