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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 | $11,083 | $176,105-93.7% | $159,474-93.1% | $167,536-93.4% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 15.98% | 331.91%-315.9pp | 263.68%-247.7pp | 478.82%-462.8pp |
| Employer contribution / active EE | $2,108 | $5,299-60.2% | $4,831-56.4% | $4,839-56.4% |
| Participant deferral / active EE | $3,043 | $7,751-60.7% | $7,353-58.6% | $6,342-52.0% |
| Admin fee / account holder | $5,656 | $12,559-55.0% | $10,802-47.6% | $12,315-54.1% |