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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 | $14,008 | $160,028-91.2% | $147,080-90.5% | $145,884-90.4% |
| Participation rate | 60.9% | 84.0%-23.2pp | 82.2%-21.3pp | 80.3%-19.4pp |
| Annual return | 9.75% | 98.60%-88.8pp | 420.17%-410.4pp | 551.85%-542.1pp |
| Employer contribution / active EE | $1,546 | $5,286-70.7% | $4,933-68.7% | $4,662-66.8% |
| Participant deferral / active EE | $2,707 | $8,422-67.9% | $8,066-66.4% | $6,690-59.5% |
| Admin fee / account holder | $5,451 | $15,030-63.7% | $12,989-58.0% | $13,392-59.3% |