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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 | $13,567 | $106,008-87.2% | $92,240-85.3% | $147,586-90.8% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 17.91% | 50.05%-32.1pp | 176.29%-158.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $1,219 | $4,333-71.9% | $3,680-66.9% | $4,876-75.0% |
| Participant deferral / active EE | $1,868 | $4,478-58.3% | $3,897-52.1% | $5,439-65.7% |
| Admin fee / account holder | $5,799 | $6,333-8.4% | $5,194+11.6% | $10,886-46.7% |