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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 | $15,959 | $160,040-90.0% | $147,096-89.2% | $145,877-89.1% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 13.14% | 98.49%-85.4pp | 419.75%-406.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $2,459 | $5,289-53.5% | $4,936-50.2% | $4,663-47.3% |
| Participant deferral / active EE | $3,787 | $8,429-55.1% | $8,071-53.1% | $6,691-43.4% |
| Admin fee / account holder | $2,665 | $15,050-82.3% | $13,005-79.5% | $13,402-80.1% |