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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 | $11,585 | $160,028-92.8% | $147,080-92.1% | $145,884-92.1% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 15.86% | 98.60%-82.7pp | 420.17%-404.3pp | 551.85%-536.0pp |
| Employer contribution / active EE | $1,313 | $5,286-75.2% | $4,933-73.4% | $4,662-71.8% |
| Participant deferral / active EE | $5,382 | $8,422-36.1% | $8,066-33.3% | $6,690-19.5% |
| Admin fee / account holder | $3,509 | $15,030-76.7% | $12,989-73.0% | $13,392-73.8% |