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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 | $12,118 | $183,516-93.4% | $155,534-92.2% | $145,884-91.7% |
| Participation rate | 45.0% | 82.7%-37.7pp | 78.2%-33.2pp | 80.3%-35.3pp |
| Annual return | 17.78% | 61.43%-43.6pp | 64.92%-47.1pp | 551.85%-534.1pp |
| Employer contribution / active EE | $1,787 | $5,315-66.4% | $4,675-61.8% | $4,662-61.7% |
| Participant deferral / active EE | $2,572 | $6,467-60.2% | $5,630-54.3% | $6,690-61.5% |
| Admin fee / account holder | $2,174 | $19,293-88.7% | $15,900-86.3% | $13,392-83.8% |