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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 | $12,921 | $175,259-92.6% | $149,723-91.4% | $139,487-90.7% |
| Participation rate | 57.1% | 83.4%-26.3pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 14.82% | 166.82%-152.0pp | 134.50%-119.7pp | 373.84%-359.0pp |
| Employer contribution / active EE | $2,375 | $5,478-56.6% | $4,821-50.7% | $4,755-50.1% |
| Participant deferral / active EE | $4,087 | $6,522-37.3% | $5,682-28.1% | $6,713-39.1% |
| Admin fee / account holder | $4,899 | $16,158-69.7% | $13,215-62.9% | $11,407-57.1% |