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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 | $14,101 | $176,077-92.0% | $159,455-91.2% | $167,518-91.6% |
| Participation rate | 20.0% | 84.9%-64.9pp | 82.8%-62.8pp | 82.1%-62.1pp |
| Annual return | 16.52% | 331.83%-315.3pp | 263.63%-247.1pp | 478.71%-462.2pp |
| Employer contribution / active EE | $1,996 | $5,298-62.3% | $4,830-58.7% | $4,838-58.8% |
| Participant deferral / active EE | $4,980 | $7,751-35.7% | $7,353-32.3% | $6,342-21.5% |
| Admin fee / account holder | $11,922 | $12,556-5.1% | $10,800+10.4% | $12,312-3.2% |