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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 | $17,205 | $160,040-89.2% | $147,096-88.3% | $145,877-88.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.01% | 98.49%-87.5pp | 419.75%-408.7pp | 551.28%-540.3pp |
| Employer contribution / active EE | $2,525 | $5,289-52.3% | $4,936-48.9% | $4,663-45.9% |
| Participant deferral / active EE | $4,998 | $8,429-40.7% | $8,071-38.1% | $6,691-25.3% |
| Admin fee / account holder | $26,284 | $15,050+74.6% | $13,005+102.1% | $13,402+96.1% |