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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 | $13,977 | $144,124-90.3% | $117,857-88.1% | $147,585-90.5% |
| Participation rate | 58.3% | 83.4%-25.1pp | 79.7%-21.3pp | 82.8%-24.5pp |
| Annual return | 28.46% | 531.17%-502.7pp | 335.09%-306.6pp | 578.57%-550.1pp |
| Employer contribution / active EE | $2,278 | $4,897-53.5% | $3,786-39.8% | $4,876-53.3% |
| Participant deferral / active EE | $3,088 | $5,316-41.9% | $4,482-31.1% | $5,439-43.2% |
| Admin fee / account holder | $12,961 | $10,886+19.1% | $8,020+61.6% | $10,885+19.1% |