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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 | $16,382 | $166,242-90.1% | $165,071-90.1% | $145,884-88.8% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.6%-14.3pp | 80.3%-16.0pp |
| Annual return | 11.79% | 100.44%-88.7pp | 70.17%-58.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $1,762 | $5,283-66.6% | $4,347-59.5% | $4,662-62.2% |
| Participant deferral / active EE | $3,065 | $6,964-56.0% | $6,035-49.2% | $6,690-54.2% |
| Admin fee / account holder | $23,877 | $16,658+43.3% | $12,695+88.1% | $13,392+78.3% |