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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 | $16,325 | $148,623-89.0% | $135,974-88.0% | $139,466-88.3% |
| Participation rate | 61.9% | 83.9%-22.0pp | 81.9%-20.0pp | 80.3%-18.4pp |
| Annual return | 16.53% | 79.30%-62.8pp | 68.30%-51.8pp | 373.66%-357.1pp |
| Employer contribution / active EE | $2,136 | $5,246-59.3% | $4,859-56.0% | $4,754-55.1% |
| Participant deferral / active EE | $3,478 | $8,103-57.1% | $7,760-55.2% | $6,712-48.2% |
| Admin fee / account holder | $7,544 | $12,406-39.2% | $10,767-29.9% | $11,409-33.9% |