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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 | $16,063 | $226,105-92.9% | $182,540-91.2% | $152,897-89.5% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 16.41% | 192.58%-176.2pp | 148.58%-132.2pp | 345.43%-329.0pp |
| Employer contribution / active EE | $1,952 | $4,978-60.8% | $4,076-52.1% | $4,764-59.0% |
| Participant deferral / active EE | $2,435 | $6,370-61.8% | $5,525-55.9% | $5,851-58.4% |
| Admin fee / account holder | $10,706 | $10,7060% | $8,593+24.6% | $11,599-7.7% |