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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 | $10,144 | $160,040-93.7% | $147,096-93.1% | $145,877-93.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 19.34% | 98.49%-79.2pp | 419.75%-400.4pp | 551.28%-531.9pp |
| Employer contribution / active EE | $4,512 | $5,289-14.7% | $4,936-8.6% | $4,663-3.2% |
| Participant deferral / active EE | $9,131 | $8,429+8.3% | $8,071+13.1% | $6,691+36.5% |
| Admin fee / account holder | $13,395 | $15,050-11.0% | $13,005+3.0% | $13,402-0.1% |