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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 | $11,795 | $165,381-92.9% | $149,730-92.1% | $158,966-92.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 41.58% | 348.29%-306.7pp | 276.70%-235.1pp | 302.95%-261.4pp |
| Employer contribution / active EE | $2,734 | $5,104-46.4% | $4,645-41.1% | $4,762-42.6% |
| Participant deferral / active EE | $3,602 | $7,182-49.8% | $6,843-47.4% | $5,983-39.8% |
| Admin fee / account holder | $3,328 | $10,809-69.2% | $9,310-64.3% | $11,250-70.4% |