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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 | $11,252 | $115,810-90.3% | $101,271-88.9% | $158,966-92.9% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 14.92% | 56.15%-41.2pp | 46.48%-31.6pp | 302.95%-288.0pp |
| Employer contribution / active EE | $4,797 | $4,175+14.9% | $3,660+31.1% | $4,762+0.7% |
| Participant deferral / active EE | $7,378 | $4,958+48.8% | $4,371+68.8% | $5,983+23.3% |
| Admin fee / account holder | $6,986 | $7,248-3.6% | $5,948+17.5% | $11,250-37.9% |