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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 | $13,336 | $144,130-90.7% | $117,861-88.7% | $147,586-91.0% |
| Participation rate | 62.5% | 83.4%-20.9pp | 79.7%-17.2pp | 82.8%-20.3pp |
| Annual return | 13.23% | 531.20%-518.0pp | 335.11%-321.9pp | 578.59%-565.4pp |
| Employer contribution / active EE | $1,403 | $4,897-71.4% | $3,786-62.9% | $4,876-71.2% |
| Participant deferral / active EE | $3,358 | $5,316-36.8% | $4,482-25.1% | $5,439-38.3% |
| Admin fee / account holder | $787 | $10,887-92.8% | $8,021-90.2% | $10,886-92.8% |