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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 | $15,860 | $184,000-91.4% | $162,185-90.2% | $152,909-89.6% |
| Participation rate | 42.9% | 88.5%-45.6pp | 87.6%-44.7pp | 82.5%-39.6pp |
| Annual return | 13.47% | 150.80%-137.3pp | 115.61%-102.1pp | 345.46%-332.0pp |
| Employer contribution / active EE | $2,449 | $6,370-61.6% | $5,613-56.4% | $4,764-48.6% |
| Participant deferral / active EE | $5,495 | $8,033-31.6% | $7,297-24.7% | $5,851-6.1% |
| Admin fee / account holder | $21,008 | $13,124+60.1% | $10,844+93.7% | $11,601+81.1% |