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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 | $12,454 | $160,070-92.2% | $147,117-91.5% | $145,897-91.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 14.78% | 98.69%-83.9pp | 420.54%-405.8pp | 552.29%-537.5pp |
| Employer contribution / active EE | $3,273 | $5,285-38.1% | $4,932-33.6% | $4,663-29.8% |
| Participant deferral / active EE | $5,693 | $8,419-32.4% | $8,065-29.4% | $6,689-14.9% |
| Admin fee / account holder | $3,640 | $15,035-75.8% | $12,993-72.0% | $13,390-72.8% |