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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 | $13,704 | $160,028-91.4% | $147,080-90.7% | $145,884-90.6% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 17.55% | 98.60%-81.1pp | 420.17%-402.6pp | 551.85%-534.3pp |
| Employer contribution / active EE | $3,419 | $5,286-35.3% | $4,933-30.7% | $4,662-26.7% |
| Participant deferral / active EE | $6,333 | $8,422-24.8% | $8,066-21.5% | $6,690-5.3% |
| Admin fee / account holder | $2,429 | $15,030-83.8% | $12,989-81.3% | $13,392-81.9% |