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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 | $10,210 | $152,612-93.3% | $125,192-91.8% | $152,897-93.3% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 21.67% | 54.85%-33.2pp | 43.79%-22.1pp | 345.43%-323.8pp |
| Employer contribution / active EE | $4,595 | $4,947-7.1% | $3,866+18.9% | $4,764-3.5% |
| Participant deferral / active EE | $6,202 | $5,868+5.7% | $4,937+25.6% | $5,851+6.0% |
| Admin fee / account holder | $9,213 | $13,437-31.4% | $9,704-5.1% | $11,599-20.6% |