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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 | $10,146 | $121,701-91.7% | $104,639-90.3% | $158,982-93.6% |
| Participation rate | 40.0% | 77.5%-37.5pp | 74.1%-34.1pp | 82.0%-42.0pp |
| Annual return | 32.79% | 465.72%-432.9pp | 340.67%-307.9pp | 302.99%-270.2pp |
| Employer contribution / active EE | $1,247 | $3,165-60.6% | $2,682-53.5% | $4,763-73.8% |
| Participant deferral / active EE | $2,681 | $4,176-35.8% | $3,738-28.3% | $5,983-55.2% |
| Admin fee / account holder | $12,270 | $7,778+57.8% | $6,465+89.8% | $11,252+9.1% |