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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 | $13,612 | $165,361-91.8% | $149,715-90.9% | $158,950-91.4% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 48.64% | 348.24%-299.6pp | 276.66%-228.0pp | 302.91%-254.3pp |
| Employer contribution / active EE | $986 | $5,103-80.7% | $4,645-78.8% | $4,762-79.3% |
| Participant deferral / active EE | $3,181 | $7,182-55.7% | $6,842-53.5% | $5,983-46.8% |
| Admin fee / account holder | $2,308 | $10,808-78.6% | $9,310-75.2% | $11,248-79.5% |