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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 | $11,362 | $150,412-92.4% | $120,574-90.6% | $145,884-92.2% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 13.25% | 154.50%-141.3pp | 107.42%-94.2pp | 551.85%-538.6pp |
| Employer contribution / active EE | $1,357 | $4,355-68.8% | $3,471-60.9% | $4,662-70.9% |
| Participant deferral / active EE | $1,520 | $6,175-75.4% | $4,996-69.6% | $6,690-77.3% |
| Admin fee / account holder | $2,231 | $12,224-81.8% | $9,445-76.4% | $13,392-83.3% |