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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 | $15,859 | $144,130-89.0% | $117,861-86.5% | $147,586-89.3% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 11.17% | 531.20%-520.0pp | 335.11%-323.9pp | 578.59%-567.4pp |
| Employer contribution / active EE | $1,850 | $4,897-62.2% | $3,786-51.2% | $4,876-62.1% |
| Participant deferral / active EE | $2,893 | $5,316-45.6% | $4,482-35.4% | $5,439-46.8% |
| Admin fee / account holder | $9,815 | $10,887-9.8% | $8,021+22.4% | $10,886-9.8% |