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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 | $17,996 | $175,231-89.7% | $149,696-88.0% | $139,466-87.1% |
| Participation rate | 54.5% | 83.4%-28.8pp | 78.8%-24.2pp | 80.3%-25.8pp |
| Annual return | 16.34% | 166.77%-150.4pp | 134.46%-118.1pp | 373.66%-357.3pp |
| Employer contribution / active EE | $1,765 | $5,478-67.8% | $4,821-63.4% | $4,754-62.9% |
| Participant deferral / active EE | $3,260 | $6,521-50.0% | $5,682-42.6% | $6,712-51.4% |
| Admin fee / account holder | $758 | $16,155-95.3% | $13,212-94.3% | $11,409-93.4% |