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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 | $13,752 | $107,353-87.2% | $92,903-85.2% | $152,885-91.0% |
| Participation rate | 54.5% | 79.8%-25.2pp | 76.0%-21.5pp | 82.5%-27.9pp |
| Annual return | 26.89% | 145.62%-118.7pp | 109.43%-82.5pp | 345.39%-318.5pp |
| Employer contribution / active EE | $4,657 | $4,222+10.3% | $3,653+27.5% | $4,763-2.2% |
| Participant deferral / active EE | $1,458 | $4,848-69.9% | $4,238-65.6% | $5,851-75.1% |
| Admin fee / account holder | $1,399 | $7,081-80.2% | $5,795-75.9% | $11,598-87.9% |