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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 | $14,900 | $107,341-86.1% | $92,897-84.0% | $152,870-90.3% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 69.61% | 145.59%-76.0pp | 109.42%-39.8pp | 345.34%-275.7pp |
| Employer contribution / active EE | $1,455 | $4,221-65.5% | $3,653-60.2% | $4,763-69.5% |
| Participant deferral / active EE | $2,721 | $4,847-43.9% | $4,238-35.8% | $5,850-53.5% |
| Admin fee / account holder | $606 | $7,080-91.4% | $5,794-89.5% | $11,597-94.8% |