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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 | $14,962 | $107,363-86.1% | $92,909-83.9% | $152,897-90.2% |
| Participation rate | 61.9% | 79.8%-17.9pp | 76.0%-14.1pp | 82.5%-20.5pp |
| Annual return | 15.30% | 145.63%-130.3pp | 109.44%-94.1pp | 345.43%-330.1pp |
| Employer contribution / active EE | $7,597 | $4,222+79.9% | $3,653+108.0% | $4,764+59.5% |
| Participant deferral / active EE | $2,258 | $4,848-53.4% | $4,238-46.7% | $5,851-61.4% |
| Admin fee / account holder | $2,304 | $7,082-67.5% | $5,795-60.2% | $11,599-80.1% |