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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 | $18,832 | $176,077-89.3% | $159,455-88.2% | $167,518-88.8% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 14.72% | 331.83%-317.1pp | 263.63%-248.9pp | 478.71%-464.0pp |
| Employer contribution / active EE | $2,083 | $5,298-60.7% | $4,830-56.9% | $4,838-56.9% |
| Participant deferral / active EE | $4,763 | $7,751-38.5% | $7,353-35.2% | $6,342-24.9% |
| Admin fee / account holder | $3,084 | $12,556-75.4% | $10,800-71.4% | $12,312-74.9% |