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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 | $160,070-90.7% | $147,117-89.9% | $145,897-89.8% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 16.95% | 98.69%-81.7pp | 420.54%-403.6pp | 552.29%-535.3pp |
| Employer contribution / active EE | $3,723 | $5,285-29.6% | $4,932-24.5% | $4,663-20.2% |
| Participant deferral / active EE | $5,679 | $8,419-32.6% | $8,065-29.6% | $6,689-15.1% |
| Admin fee / account holder | $4,030 | $15,035-73.2% | $12,993-69.0% | $13,390-69.9% |