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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 | $16,310 | $157,296-89.6% | $141,191-88.4% | $152,897-89.3% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 20.40% | 64.34%-43.9pp | 71.41%-51.0pp | 345.43%-325.0pp |
| Employer contribution / active EE | $2,259 | $5,262-57.1% | $4,736-52.3% | $4,764-52.6% |
| Participant deferral / active EE | $3,370 | $7,111-52.6% | $6,710-49.8% | $5,851-42.4% |
| Admin fee / account holder | $2,306 | $12,125-81.0% | $10,264-77.5% | $11,599-80.1% |