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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 | $15,347 | $165,399-90.7% | $149,745-89.8% | $158,982-90.3% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 18.39% | 348.34%-329.9pp | 276.72%-258.3pp | 302.99%-284.6pp |
| Employer contribution / active EE | $3,015 | $5,105-40.9% | $4,646-35.1% | $4,763-36.7% |
| Participant deferral / active EE | $3,148 | $7,183-56.2% | $6,843-54.0% | $5,983-47.4% |
| Admin fee / account holder | $2,630 | $10,811-75.7% | $9,312-71.8% | $11,252-76.6% |