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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 | $15,011 | $160,070-90.6% | $147,117-89.8% | $145,897-89.7% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 67.81% | 98.69%-30.9pp | 420.54%-352.7pp | 552.29%-484.5pp |
| Employer contribution / active EE | $1,804 | $5,285-65.9% | $4,932-63.4% | $4,663-61.3% |
| Participant deferral / active EE | $3,615 | $8,419-57.1% | $8,065-55.2% | $6,689-46.0% |
| Admin fee / account holder | $714 | $15,035-95.2% | $12,993-94.5% | $13,390-94.7% |