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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 | $11,914 | $159,978-92.6% | $147,041-91.9% | $145,978-91.8% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 13.68% | 98.36%-84.7pp | 419.21%-405.5pp | 550.52%-536.8pp |
| Employer contribution / active EE | $1,628 | $5,288-69.2% | $4,935-67.0% | $4,662-65.1% |
| Participant deferral / active EE | $2,794 | $8,429-66.8% | $8,071-65.4% | $6,690-58.2% |
| Admin fee / account holder | $14,507 | $15,053-3.6% | $13,006+11.5% | $13,400+8.3% |