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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 | $13,150 | $160,040-91.8% | $147,096-91.1% | $145,877-91.0% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 14.34% | 98.49%-84.2pp | 419.75%-405.4pp | 551.28%-536.9pp |
| Employer contribution / active EE | $2,073 | $5,289-60.8% | $4,936-58.0% | $4,663-55.5% |
| Participant deferral / active EE | $4,312 | $8,429-48.8% | $8,071-46.6% | $6,691-35.6% |
| Admin fee / account holder | $1,073 | $15,050-92.9% | $13,005-91.7% | $13,402-92.0% |