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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 | $14,796 | $144,130-89.7% | $117,861-87.4% | $147,586-90.0% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 11.56% | 531.20%-519.6pp | 335.11%-323.5pp | 578.59%-567.0pp |
| Employer contribution / active EE | $1,668 | $4,897-65.9% | $3,786-55.9% | $4,876-65.8% |
| Participant deferral / active EE | $4,725 | $5,316-11.1% | $4,482+5.4% | $5,439-13.1% |
| Admin fee / account holder | $18,762 | $10,887+72.3% | $8,021+133.9% | $10,886+72.4% |