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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 | $12,805 | $165,351-92.3% | $149,710-91.4% | $158,931-91.9% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 69.50% | 348.19%-278.7pp | 276.63%-207.1pp | 302.86%-233.4pp |
| Employer contribution / active EE | $3,599 | $5,103-29.5% | $4,645-22.5% | $4,761-24.4% |
| Participant deferral / active EE | $7,962 | $7,181+10.9% | $6,842+16.4% | $5,982+33.1% |
| Admin fee / account holder | $3,264 | $10,807-69.8% | $9,309-64.9% | $11,247-71.0% |