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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 | $10,805 | $111,878-90.3% | $93,727-88.5% | $145,897-92.6% |
| Participation rate | 41.7% | 74.2%-32.5pp | 68.7%-27.0pp | 80.3%-38.6pp |
| Annual return | 19.43% | 204.28%-184.8pp | 133.83%-114.4pp | 552.29%-532.9pp |
| Employer contribution / active EE | $1,148 | $3,092-62.9% | $2,421-52.6% | $4,663-75.4% |
| Participant deferral / active EE | $1,229 | $4,920-75.0% | $4,417-72.2% | $6,689-81.6% |
| Admin fee / account holder | $687 | $10,256-93.3% | $8,292-91.7% | $13,390-94.9% |