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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 | $10,796 | $157,304-93.1% | $141,197-92.4% | $152,909-92.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 14.95% | 64.34%-49.4pp | 71.41%-56.5pp | 345.46%-330.5pp |
| Employer contribution / active EE | $1,231 | $5,263-76.6% | $4,736-74.0% | $4,764-74.2% |
| Participant deferral / active EE | $2,728 | $7,111-61.6% | $6,710-59.3% | $5,851-53.4% |
| Admin fee / account holder | $10,108 | $12,126-16.6% | $10,265-1.5% | $11,601-12.9% |