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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 | $19,559 | $176,105-88.9% | $159,474-87.7% | $167,536-88.3% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 13.70% | 331.91%-318.2pp | 263.68%-250.0pp | 478.82%-465.1pp |
| Employer contribution / active EE | $1,155 | $5,299-78.2% | $4,831-76.1% | $4,839-76.1% |
| Participant deferral / active EE | $2,683 | $7,751-65.4% | $7,353-63.5% | $6,342-57.7% |
| Admin fee / account holder | $957 | $12,559-92.4% | $10,802-91.1% | $12,315-92.2% |