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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 | $10,785 | $107,353-90.0% | $92,903-88.4% | $152,885-92.9% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.5%-38.0pp |
| Annual return | 25.07% | 145.62%-120.5pp | 109.43%-84.4pp | 345.39%-320.3pp |
| Employer contribution / active EE | $1,068 | $4,222-74.7% | $3,653-70.8% | $4,763-77.6% |
| Participant deferral / active EE | $4,358 | $4,848-10.1% | $4,238+2.8% | $5,851-25.5% |
| Admin fee / account holder | $24,218 | $7,081+242.0% | $5,795+317.9% | $11,598+108.8% |