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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 | $12,039 | $176,105-93.2% | $159,474-92.5% | $167,536-92.8% |
| Participation rate | 44.4% | 85.0%-40.5pp | 82.8%-38.4pp | 82.1%-37.7pp |
| Annual return | 14.23% | 331.91%-317.7pp | 263.68%-249.4pp | 478.82%-464.6pp |
| Employer contribution / active EE | $1,103 | $5,299-79.2% | $4,831-77.2% | $4,839-77.2% |
| Participant deferral / active EE | $5,323 | $7,751-31.3% | $7,353-27.6% | $6,342-16.1% |
| Admin fee / account holder | $9,711 | $12,559-22.7% | $10,802-10.1% | $12,315-21.1% |