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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 | $159,934-91.8% | $147,005-91.1% | $145,959-91.0% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.6pp |
| Annual return | 14.34% | 98.24%-83.9pp | 418.76%-404.4pp | 561.95%-547.6pp |
| Employer contribution / active EE | $2,073 | $5,287-60.8% | $4,934-58.0% | $4,661-55.5% |
| Participant deferral / active EE | $4,312 | $8,427-48.8% | $8,070-46.6% | $6,689-35.5% |
| Admin fee / account holder | $1,073 | $15,053-92.9% | $13,006-91.7% | $13,398-92.0% |