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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 | $19,109 | $138,076-86.2% | $123,553-84.5% | $135,380-85.9% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | 12.23% | 153.70%-141.5pp | 119.21%-107.0pp | 519.81%-507.6pp |
| Employer contribution / active EE | $1,945 | $5,152-62.3% | $4,628-58.0% | $4,779-59.3% |
| Participant deferral / active EE | $3,094 | $6,800-54.5% | $6,426-51.9% | $5,609-44.8% |
| Admin fee / account holder | $5,171 | $10,917-52.6% | $9,284-44.3% | $10,828-52.2% |