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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 | $2,391 | $160,040-98.5% | $147,096-98.4% | $145,877-98.4% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 11.01% | 98.49%-87.5pp | 419.75%-408.7pp | 551.28%-540.3pp |
| Employer contribution / active EE | $2,809 | $5,289-46.9% | $4,936-43.1% | $4,663-39.8% |
| Participant deferral / active EE | $6,923 | $8,429-17.9% | $8,071-14.2% | $6,691+3.5% |
| Admin fee / account holder | $13,965 | $15,050-7.2% | $13,005+7.4% | $13,402+4.2% |