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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 | $16,048 | $160,028-90.0% | $147,080-89.1% | $145,884-89.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 16.36% | 98.60%-82.2pp | 420.17%-403.8pp | 551.85%-535.5pp |
| Employer contribution / active EE | $1,058 | $5,286-80.0% | $4,933-78.6% | $4,662-77.3% |
| Participant deferral / active EE | $4,075 | $8,422-51.6% | $8,066-49.5% | $6,690-39.1% |
| Admin fee / account holder | $956 | $15,030-93.6% | $12,989-92.6% | $13,392-92.9% |