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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 | $10,693 | $157,296-93.2% | $141,191-92.4% | $152,897-93.0% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 22.43% | 64.34%-41.9pp | 71.41%-49.0pp | 345.43%-323.0pp |
| Employer contribution / active EE | $3,195 | $5,262-39.3% | $4,736-32.5% | $4,764-32.9% |
| Participant deferral / active EE | $6,017 | $7,111-15.4% | $6,710-10.3% | $5,851+2.8% |
| Admin fee / account holder | $4,349 | $12,125-64.1% | $10,264-57.6% | $11,599-62.5% |