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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 | $12,148 | $227,291-94.7% | $214,702-94.3% | $155,188-92.2% |
| Participation rate | 50.0% | 88.0%-38.0pp | 87.5%-37.5pp | 80.8%-30.8pp |
| Annual return | 13.15% | 60.08%-46.9pp | 54.55%-41.4pp | 148.84%-135.7pp |
| Employer contribution / active EE | $3,856 | $6,772-43.1% | $6,461-40.3% | $4,248-9.2% |
| Participant deferral / active EE | $5,289 | $9,582-44.8% | $9,147-42.2% | $6,531-19.0% |
| Admin fee / account holder | $9,639 | $20,413-52.8% | $19,830-51.4% | $14,480-33.4% |