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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 | $16,711 | $150,435-88.9% | $120,580-86.1% | $145,897-88.5% |
| Participation rate | 50.0% | 78.8%-28.8pp | 72.0%-22.0pp | 80.3%-30.3pp |
| Annual return | 9.09% | 154.60%-145.5pp | 107.48%-98.4pp | 552.29%-543.2pp |
| Employer contribution / active EE | $2,099 | $4,352-51.8% | $3,469-39.5% | $4,663-55.0% |
| Participant deferral / active EE | $2,307 | $6,174-62.6% | $4,995-53.8% | $6,689-65.5% |
| Admin fee / account holder | $484 | $12,182-96.0% | $9,418-94.9% | $13,390-96.4% |