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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 | $11,801 | $183,516-93.6% | $155,534-92.4% | $145,884-91.9% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.9pp | 80.3%-43.9pp |
| Annual return | 16.04% | 61.43%-45.4pp | 64.92%-48.9pp | 551.85%-535.8pp |
| Employer contribution / active EE | $1,345 | $5,315-74.7% | $4,675-71.2% | $4,662-71.2% |
| Participant deferral / active EE | $2,344 | $6,467-63.8% | $5,630-58.4% | $6,690-65.0% |
| Admin fee / account holder | $363 | $19,293-98.1% | $15,900-97.7% | $13,392-97.3% |