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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 | $15,512 | $160,028-90.3% | $147,080-89.5% | $145,884-89.4% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 10.30% | 98.60%-88.3pp | 420.17%-409.9pp | 551.85%-541.6pp |
| Employer contribution / active EE | $9,607 | $5,286+81.8% | $4,933+94.7% | $4,662+106.1% |
| Participant deferral / active EE | $3,185 | $8,422-62.2% | $8,066-60.5% | $6,690-52.4% |
| Admin fee / account holder | $129,915 | $15,030+764.4% | $12,989+900.2% | $13,392+870.1% |