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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 | $13,039 | $175,259-92.6% | $149,723-91.3% | $139,487-90.7% |
| Participation rate | 55.0% | 83.4%-28.4pp | 78.8%-23.8pp | 80.3%-25.3pp |
| Annual return | 19.69% | 166.82%-147.1pp | 134.50%-114.8pp | 373.84%-354.2pp |
| Employer contribution / active EE | $1,321 | $5,478-75.9% | $4,821-72.6% | $4,755-72.2% |
| Participant deferral / active EE | $1,998 | $6,522-69.4% | $5,682-64.8% | $6,713-70.2% |
| Admin fee / account holder | $1,257 | $16,158-92.2% | $13,215-90.5% | $11,407-89.0% |