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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 | $14,629 | $176,105-91.7% | $159,474-90.8% | $167,536-91.3% |
| Participation rate | 33.3% | 85.0%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 9.96% | 331.91%-321.9pp | 263.68%-253.7pp | 478.82%-468.9pp |
| Employer contribution / active EE | $1,894 | $5,299-64.3% | $4,831-60.8% | $4,839-60.9% |
| Participant deferral / active EE | $4,417 | $7,751-43.0% | $7,353-39.9% | $6,342-30.4% |
| Admin fee / account holder | $10,862 | $12,559-13.5% | $10,802+0.6% | $12,315-11.8% |