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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 | $14,612 | $175,257-91.7% | $149,717-90.2% | $139,456-89.5% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 25.50% | 166.70%-141.2pp | 134.41%-108.9pp | 373.45%-348.0pp |
| Employer contribution / active EE | $3,114 | $5,477-43.1% | $4,820-35.4% | $4,753-34.5% |
| Participant deferral / active EE | $9,941 | $6,521+52.4% | $5,682+75.0% | $6,711+48.1% |
| Admin fee / account holder | $2,212 | $16,156-86.3% | $13,213-83.3% | $11,407-80.6% |