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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 | $9,276 | $157,304-94.1% | $141,197-93.4% | $152,909-93.9% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 29.94% | 64.34%-34.4pp | 71.41%-41.5pp | 345.46%-315.5pp |
| Employer contribution / active EE | $1,245 | $5,263-76.3% | $4,736-73.7% | $4,764-73.9% |
| Participant deferral / active EE | $2,630 | $7,111-63.0% | $6,710-60.8% | $5,851-55.1% |
| Admin fee / account holder | $1,073 | $12,126-91.2% | $10,265-89.5% | $11,601-90.8% |