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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 | $19,974 | $144,130-86.1% | $117,861-83.1% | $147,586-86.5% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 17.82% | 531.20%-513.4pp | 335.11%-317.3pp | 578.59%-560.8pp |
| Employer contribution / active EE | $1,242 | $4,897-74.6% | $3,786-67.2% | $4,876-74.5% |
| Participant deferral / active EE | $2,497 | $5,316-53.0% | $4,482-44.3% | $5,439-54.1% |
| Admin fee / account holder | $10,966 | $10,887+0.7% | $8,021+36.7% | $10,886+0.7% |