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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 | $16,927 | $150,207-88.7% | $120,380-85.9% | $145,978-88.4% |
| Participation rate | 53.8% | 78.8%-24.9pp | 71.9%-18.1pp | 80.3%-26.4pp |
| Annual return | 12.52% | 154.28%-141.8pp | 107.28%-94.8pp | 550.52%-538.0pp |
| Employer contribution / active EE | $1,188 | $4,351-72.7% | $3,465-65.7% | $4,662-74.5% |
| Participant deferral / active EE | $2,195 | $6,175-64.5% | $4,992-56.0% | $6,690-67.2% |
| Admin fee / account holder | $1,081 | $12,203-91.1% | $9,421-88.5% | $13,400-91.9% |