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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 | $14,201 | $166,242-91.5% | $165,071-91.4% | $145,884-90.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 10.22% | 100.44%-90.2pp | 70.17%-60.0pp | 551.85%-541.6pp |
| Employer contribution / active EE | $2,311 | $5,283-56.3% | $4,347-46.8% | $4,662-50.4% |
| Participant deferral / active EE | $3,535 | $6,964-49.2% | $6,035-41.4% | $6,690-47.2% |
| Admin fee / account holder | $9,258 | $16,658-44.4% | $12,695-27.1% | $13,392-30.9% |