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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 | $14,169 | $106,008-86.6% | $92,240-84.6% | $147,586-90.4% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 11.77% | 50.05%-38.3pp | 176.29%-164.5pp | 578.59%-566.8pp |
| Employer contribution / active EE | $1,262 | $4,333-70.9% | $3,680-65.7% | $4,876-74.1% |
| Participant deferral / active EE | $1,486 | $4,478-66.8% | $3,897-61.9% | $5,439-72.7% |
| Admin fee / account holder | $2,880 | $6,333-54.5% | $5,194-44.5% | $10,886-73.5% |