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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 | $16,330 | $159,978-89.8% | $147,041-88.9% | $145,978-88.8% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 43.05% | 98.36%-55.3pp | 419.21%-376.2pp | 550.52%-507.5pp |
| Employer contribution / active EE | $1,546 | $5,288-70.8% | $4,935-68.7% | $4,662-66.8% |
| Participant deferral / active EE | $5,167 | $8,429-38.7% | $8,071-36.0% | $6,690-22.8% |
| Admin fee / account holder | $475 | $15,053-96.8% | $13,006-96.4% | $13,400-96.5% |