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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 | $12,479 | $157,304-92.1% | $141,197-91.2% | $152,909-91.8% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 41.53% | 64.34%-22.8pp | 71.41%-29.9pp | 345.46%-303.9pp |
| Employer contribution / active EE | $1,932 | $5,263-63.3% | $4,736-59.2% | $4,764-59.4% |
| Participant deferral / active EE | $4,011 | $7,111-43.6% | $6,710-40.2% | $5,851-31.4% |
| Admin fee / account holder | $639 | $12,126-94.7% | $10,265-93.8% | $11,601-94.5% |