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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 | $18,091 | $142,354-87.3% | $125,529-85.6% | $155,188-88.3% |
| Participation rate | 65.0% | 78.1%-13.1pp | 74.7%-9.7pp | 80.8%-15.8pp |
| Annual return | 16.67% | 306.06%-289.4pp | 202.56%-185.9pp | 148.84%-132.2pp |
| Employer contribution / active EE | $1,219 | $3,501-65.2% | $3,058-60.1% | $4,248-71.3% |
| Participant deferral / active EE | $2,641 | $5,491-51.9% | $4,813-45.1% | $6,531-59.6% |
| Admin fee / account holder | $2,578 | $19,392-86.7% | $16,298-84.2% | $14,480-82.2% |