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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 | $16,096 | $112,121-85.6% | $95,960-83.2% | $158,966-89.9% |
| Participation rate | 59.1% | 79.0%-19.9pp | 77.1%-18.0pp | 82.0%-22.9pp |
| Annual return | 21.21% | 171.16%-150.0pp | 91.63%-70.4pp | 302.95%-281.7pp |
| Employer contribution / active EE | $1,513 | $3,199-52.7% | $2,541-40.5% | $4,762-68.2% |
| Participant deferral / active EE | $2,965 | $4,784-38.0% | $4,167-28.8% | $5,983-50.4% |
| Admin fee / account holder | $1,207 | $10,135-88.1% | $6,797-82.2% | $11,250-89.3% |