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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 | $11,449 | $73,518-84.4% | $63,003-81.8% | $147,585-92.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 20.54% | 175.46%-154.9pp | 87.59%-67.0pp | 578.57%-558.0pp |
| Employer contribution / active EE | $1,127 | $3,322-66.1% | $2,760-59.2% | $4,876-76.9% |
| Participant deferral / active EE | $1,324 | $4,183-68.4% | $3,329-60.2% | $5,439-75.7% |
| Admin fee / account holder | $1,610 | $5,952-72.9% | $3,600-55.3% | $10,885-85.2% |