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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 | $17,561 | $176,105-90.0% | $159,474-89.0% | $167,536-89.5% |
| Participation rate | 57.1% | 85.0%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 30.43% | 331.91%-301.5pp | 263.68%-233.2pp | 478.82%-448.4pp |
| Employer contribution / active EE | $1,846 | $5,299-65.2% | $4,831-61.8% | $4,839-61.9% |
| Participant deferral / active EE | $4,795 | $7,751-38.1% | $7,353-34.8% | $6,342-24.4% |
| Admin fee / account holder | $1,239 | $12,559-90.1% | $10,802-88.5% | $12,315-89.9% |