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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 | $11,257 | $160,070-93.0% | $147,117-92.3% | $145,897-92.3% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 15.49% | 98.69%-83.2pp | 420.54%-405.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $1,690 | $5,285-68.0% | $4,932-65.7% | $4,663-63.8% |
| Participant deferral / active EE | $4,510 | $8,419-46.4% | $8,065-44.1% | $6,689-32.6% |
| Admin fee / account holder | $1,221 | $15,035-91.9% | $12,993-90.6% | $13,390-90.9% |