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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 | $15,530 | $159,934-90.3% | $147,005-89.4% | $145,959-89.4% |
| Participation rate | 65.0% | 84.0%-19.0pp | 82.2%-17.2pp | 80.3%-15.3pp |
| Annual return | 13.61% | 98.24%-84.6pp | 418.76%-405.2pp | 561.95%-548.3pp |
| Employer contribution / active EE | $2,675 | $5,287-49.4% | $4,934-45.8% | $4,661-42.6% |
| Participant deferral / active EE | $2,976 | $8,427-64.7% | $8,070-63.1% | $6,689-55.5% |
| Admin fee / account holder | $9,998 | $15,053-33.6% | $13,006-23.1% | $13,398-25.4% |