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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 | $14,265 | $183,539-92.2% | $155,556-90.8% | $145,897-90.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 9.18% | 61.31%-52.1pp | 64.84%-55.7pp | 552.29%-543.1pp |
| Employer contribution / active EE | $1,761 | $5,315-66.9% | $4,675-62.3% | $4,663-62.2% |
| Participant deferral / active EE | $4,385 | $6,467-32.2% | $5,631-22.1% | $6,689-34.4% |
| Admin fee / account holder | $47,566 | $19,275+146.8% | $15,885+199.4% | $13,390+255.2% |