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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 | $11,876 | $160,028-92.6% | $147,080-91.9% | $145,884-91.9% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 17.15% | 98.60%-81.4pp | 420.17%-403.0pp | 551.85%-534.7pp |
| Employer contribution / active EE | $2,907 | $5,286-45.0% | $4,933-41.1% | $4,662-37.6% |
| Participant deferral / active EE | $5,286 | $8,422-37.2% | $8,066-34.5% | $6,690-21.0% |
| Admin fee / account holder | $7,647 | $15,030-49.1% | $12,989-41.1% | $13,392-42.9% |