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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 | $16,811 | $160,028-89.5% | $147,080-88.6% | $145,884-88.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.97% | 98.60%-85.6pp | 420.17%-407.2pp | 551.85%-538.9pp |
| Employer contribution / active EE | $3,167 | $5,286-40.1% | $4,933-35.8% | $4,662-32.1% |
| Participant deferral / active EE | $15,447 | $8,422+83.4% | $8,066+91.5% | $6,690+130.9% |
| Admin fee / account holder | $111,395 | $15,030+641.2% | $12,989+757.6% | $13,392+731.8% |