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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 | $15,225 | $183,516-91.7% | $155,534-90.2% | $145,884-89.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.54% | 61.43%-46.9pp | 64.92%-50.4pp | 551.85%-537.3pp |
| Employer contribution / active EE | $2,520 | $5,315-52.6% | $4,675-46.1% | $4,662-45.9% |
| Participant deferral / active EE | $4,938 | $6,467-23.6% | $5,630-12.3% | $6,690-26.2% |
| Admin fee / account holder | $3,690 | $19,293-80.9% | $15,900-76.8% | $13,392-72.4% |