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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 | $10,400 | $111,785-90.7% | $93,669-88.9% | $145,877-92.9% |
| Participation rate | 58.3% | 74.2%-15.9pp | 68.7%-10.4pp | 80.3%-22.0pp |
| Annual return | 11.73% | 203.79%-192.1pp | 133.59%-121.9pp | 551.28%-539.6pp |
| Employer contribution / active EE | $902 | $3,096-70.9% | $2,424-62.8% | $4,663-80.7% |
| Participant deferral / active EE | $2,982 | $4,919-39.4% | $4,416-32.5% | $6,691-55.4% |
| Admin fee / account holder | $11,913 | $10,256+16.2% | $8,291+43.7% | $13,402-11.1% |