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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 | $10,965 | $160,070-93.1% | $147,117-92.5% | $145,897-92.5% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.4pp | 80.3%-21.5pp |
| Annual return | 15.77% | 98.69%-82.9pp | 420.54%-404.8pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,514 | $5,285-71.4% | $4,932-69.3% | $4,663-67.5% |
| Participant deferral / active EE | $3,873 | $8,419-54.0% | $8,065-52.0% | $6,689-42.1% |
| Admin fee / account holder | $733 | $15,035-95.1% | $12,993-94.4% | $13,390-94.5% |