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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 | $12,198 | $183,592-93.4% | $155,574-92.2% | $145,877-91.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 15.64% | 61.37%-45.7pp | 64.87%-49.2pp | 551.28%-535.6pp |
| Employer contribution / active EE | $1,984 | $5,317-62.7% | $4,676-57.6% | $4,663-57.5% |
| Participant deferral / active EE | $3,708 | $6,466-42.6% | $5,629-34.1% | $6,691-44.6% |
| Admin fee / account holder | $9,791 | $19,316-49.3% | $15,914-38.5% | $13,402-26.9% |