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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 | $16,291 | $160,070-89.8% | $147,117-88.9% | $145,897-88.8% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 12.76% | 98.69%-85.9pp | 420.54%-407.8pp | 552.29%-539.5pp |
| Employer contribution / active EE | $2,223 | $5,285-57.9% | $4,932-54.9% | $4,663-52.3% |
| Participant deferral / active EE | $5,123 | $8,419-39.2% | $8,065-36.5% | $6,689-23.4% |
| Admin fee / account holder | $7,975 | $15,035-47.0% | $12,993-38.6% | $13,390-40.4% |