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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 | $12,570 | $106,005-88.1% | $92,239-86.4% | $147,585-91.5% |
| Participation rate | 68.4% | 80.4%-12.0pp | 76.5%-8.1pp | 82.8%-14.4pp |
| Annual return | 22.87% | 50.05%-27.2pp | 176.29%-153.4pp | 578.58%-555.7pp |
| Employer contribution / active EE | $2,261 | $4,333-47.8% | $3,680-38.6% | $4,876-53.6% |
| Participant deferral / active EE | $4,137 | $4,478-7.6% | $3,897+6.2% | $5,439-23.9% |
| Admin fee / account holder | $906 | $6,333-85.7% | $5,194-82.6% | $10,886-91.7% |