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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 | $13,263 | $125,237-89.4% | $105,608-87.4% | $145,877-90.9% |
| Participation rate | 37.5% | 77.7%-40.2pp | 75.3%-37.8pp | 80.3%-42.8pp |
| Annual return | 10.59% | 225.76%-215.2pp | 116.50%-105.9pp | 551.28%-540.7pp |
| Employer contribution / active EE | $1,173 | $3,720-68.5% | $3,167-63.0% | $4,663-74.8% |
| Participant deferral / active EE | $4,516 | $5,711-20.9% | $5,010-9.9% | $6,691-32.5% |
| Admin fee / account holder | $10,082 | $17,287-41.7% | $11,028-8.6% | $13,402-24.8% |