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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 | $15,048 | $166,242-90.9% | $165,071-90.9% | $145,884-89.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 9.66% | 100.44%-90.8pp | 70.17%-60.5pp | 551.85%-542.2pp |
| Employer contribution / active EE | $1,215 | $5,283-77.0% | $4,347-72.1% | $4,662-73.9% |
| Participant deferral / active EE | $3,344 | $6,964-52.0% | $6,035-44.6% | $6,690-50.0% |
| Admin fee / account holder | $3,113 | $16,658-81.3% | $12,695-75.5% | $13,392-76.8% |