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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 | $14,290 | $173,526-91.8% | $136,072-89.5% | $145,884-90.2% |
| Participation rate | 5.9% | 80.4%-74.5pp | 76.4%-70.6pp | 80.3%-74.4pp |
| Annual return | 18.00% | 1167.12%-1149.1pp | 580.46%-562.5pp | 551.85%-533.8pp |
| Employer contribution / active EE | $4,923 | $5,285-6.8% | $4,216+16.8% | $4,662+5.6% |
| Participant deferral / active EE | $8,908 | $8,711+2.3% | $7,028+26.8% | $6,690+33.2% |
| Admin fee / account holder | $2,170 | $9,665-77.5% | $6,718-67.7% | $13,392-83.8% |