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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 | $16,575 | $160,040-89.6% | $147,096-88.7% | $145,877-88.6% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 10.63% | 98.49%-87.9pp | 419.75%-409.1pp | 551.28%-540.7pp |
| Employer contribution / active EE | $2,856 | $5,289-46.0% | $4,936-42.1% | $4,663-38.8% |
| Participant deferral / active EE | $5,336 | $8,429-36.7% | $8,071-33.9% | $6,691-20.2% |
| Admin fee / account holder | $7,545 | $15,050-49.9% | $13,005-42.0% | $13,402-43.7% |