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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 | $15,561 | $217,432-92.8% | $185,849-91.6% | $167,536-90.7% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 9.82% | 148.42%-138.6pp | 122.10%-112.3pp | 478.82%-469.0pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,400 | $6,357-62.2% | $5,569-56.9% | $6,342-62.2% |
| Admin fee / account holder | $33,843 | $19,818+70.8% | $16,244+108.3% | $12,315+174.8% |