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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 | $11,091 | $183,988-94.0% | $162,177-93.2% | $152,897-92.7% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 44.02% | 150.79%-106.8pp | 115.60%-71.6pp | 345.43%-301.4pp |
| Employer contribution / active EE | $1,564 | $6,370-75.4% | $5,613-72.1% | $4,764-67.2% |
| Participant deferral / active EE | $3,605 | $8,032-55.1% | $7,297-50.6% | $5,851-38.4% |
| Admin fee / account holder | $525 | $13,123-96.0% | $10,843-95.2% | $11,599-95.5% |