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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 | $15,791 | $176,105-91.0% | $159,474-90.1% | $167,536-90.6% |
| Participation rate | 53.3% | 85.0%-31.6pp | 82.8%-29.5pp | 82.1%-28.8pp |
| Annual return | 26.69% | 331.91%-305.2pp | 263.68%-237.0pp | 478.82%-452.1pp |
| Employer contribution / active EE | $1,053 | $5,299-80.1% | $4,831-78.2% | $4,839-78.2% |
| Participant deferral / active EE | $5,399 | $7,751-30.3% | $7,353-26.6% | $6,342-14.9% |
| Admin fee / account holder | $350 | $12,559-97.2% | $10,802-96.8% | $12,315-97.2% |