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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 | $14,835 | $159,934-90.7% | $147,005-89.9% | $145,959-89.8% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.7pp |
| Annual return | 16.95% | 98.24%-81.3pp | 418.76%-401.8pp | 561.95%-545.0pp |
| Employer contribution / active EE | $3,723 | $5,287-29.6% | $4,934-24.6% | $4,661-20.1% |
| Participant deferral / active EE | $5,679 | $8,427-32.6% | $8,070-29.6% | $6,689-15.1% |
| Admin fee / account holder | $4,030 | $15,053-73.2% | $13,006-69.0% | $13,398-69.9% |