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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 | $13,299 | $166,242-92.0% | $165,071-91.9% | $145,884-90.9% |
| Participation rate | 22.2% | 82.0%-59.8pp | 78.6%-56.4pp | 80.3%-58.1pp |
| Annual return | 9.85% | 100.44%-90.6pp | 70.17%-60.3pp | 551.85%-542.0pp |
| Employer contribution / active EE | $1,180 | $5,283-77.7% | $4,347-72.9% | $4,662-74.7% |
| Participant deferral / active EE | $2,532 | $6,964-63.6% | $6,035-58.0% | $6,690-62.1% |
| Admin fee / account holder | $27,543 | $16,658+65.3% | $12,695+117.0% | $13,392+105.7% |