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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 | $13,598 | $115,814-88.3% | $101,275-86.6% | $158,982-91.4% |
| Participation rate | 68.4% | 79.4%-10.9pp | 75.8%-7.4pp | 82.0%-13.5pp |
| Annual return | 26.88% | 56.16%-29.3pp | 46.48%-19.6pp | 302.99%-276.1pp |
| Employer contribution / active EE | $10,517 | $4,176+151.9% | $3,660+187.3% | $4,763+120.8% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,353 | $7,249-53.7% | $5,948-43.6% | $11,252-70.2% |