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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 | $15,676 | $138,072-88.6% | $123,549-87.3% | $135,382-88.4% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 2.33% | 153.69%-151.4pp | 119.20%-116.9pp | 519.77%-517.4pp |
| Employer contribution / active EE | $1,792 | $5,152-65.2% | $4,628-61.3% | $4,779-62.5% |
| Participant deferral / active EE | $2,244 | $6,799-67.0% | $6,426-65.1% | $5,609-60.0% |
| Admin fee / account holder | $2,824 | $10,917-74.1% | $9,284-69.6% | $10,829-73.9% |