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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 | $15,417 | $176,105-91.2% | $159,474-90.3% | $167,536-90.8% |
| Participation rate | 68.8% | 85.0%-16.2pp | 82.8%-14.1pp | 82.1%-13.4pp |
| Annual return | 14.20% | 331.91%-317.7pp | 263.68%-249.5pp | 478.82%-464.6pp |
| Employer contribution / active EE | $1,344 | $5,299-74.6% | $4,831-72.2% | $4,839-72.2% |
| Participant deferral / active EE | $5,054 | $7,751-34.8% | $7,353-31.3% | $6,342-20.3% |
| Admin fee / account holder | $619 | $12,559-95.1% | $10,802-94.3% | $12,315-95.0% |