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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 | $10,334 | $165,381-93.8% | $149,730-93.1% | $158,966-93.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 119.13% | 348.29%-229.2pp | 276.70%-157.6pp | 302.95%-183.8pp |
| Employer contribution / active EE | $1,038 | $5,104-79.7% | $4,645-77.7% | $4,762-78.2% |
| Participant deferral / active EE | $5,732 | $7,182-20.2% | $6,843-16.2% | $5,983-4.2% |
| Admin fee / account holder | $2,005 | $10,809-81.4% | $9,310-78.5% | $11,250-82.2% |