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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 | $14,187 | $106,008-86.6% | $92,240-84.6% | $147,586-90.4% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 12.87% | 50.05%-37.2pp | 176.29%-163.4pp | 578.59%-565.7pp |
| Employer contribution / active EE | $1,332 | $4,333-69.3% | $3,680-63.8% | $4,876-72.7% |
| Participant deferral / active EE | $2,911 | $4,478-35.0% | $3,897-25.3% | $5,439-46.5% |
| Admin fee / account holder | $4,383 | $6,333-30.8% | $5,194-15.6% | $10,886-59.7% |