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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 | $12,350 | $160,028-92.3% | $147,080-91.6% | $145,884-91.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 11.04% | 98.60%-87.6pp | 420.17%-409.1pp | 551.85%-540.8pp |
| Employer contribution / active EE | $1,571 | $5,286-70.3% | $4,933-68.2% | $4,662-66.3% |
| Participant deferral / active EE | $3,930 | $8,422-53.3% | $8,066-51.3% | $6,690-41.3% |
| Admin fee / account holder | $4,281 | $15,030-71.5% | $12,989-67.0% | $13,392-68.0% |