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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 | $11,797 | $175,231-93.3% | $149,696-92.1% | $139,466-91.5% |
| Participation rate | 68.8% | 83.4%-14.6pp | 78.8%-10.0pp | 80.3%-11.6pp |
| Annual return | 12.56% | 166.77%-154.2pp | 134.46%-121.9pp | 373.66%-361.1pp |
| Employer contribution / active EE | $1,394 | $5,478-74.6% | $4,821-71.1% | $4,754-70.7% |
| Participant deferral / active EE | $2,540 | $6,521-61.1% | $5,682-55.3% | $6,712-62.2% |
| Admin fee / account holder | $12,348 | $16,155-23.6% | $13,212-6.5% | $11,409+8.2% |