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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 | $160,040-92.8% | $147,096-92.1% | $145,877-92.1% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 15.86% | 98.49%-82.6pp | 419.75%-403.9pp | 551.28%-535.4pp |
| Employer contribution / active EE | $1,313 | $5,289-75.2% | $4,936-73.4% | $4,663-71.8% |
| Participant deferral / active EE | $5,382 | $8,429-36.1% | $8,071-33.3% | $6,691-19.6% |
| Admin fee / account holder | $3,509 | $15,050-76.7% | $13,005-73.0% | $13,402-73.8% |