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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 | $12,411 | $157,296-92.1% | $141,191-91.2% | $152,897-91.9% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.5%-13.2pp |
| Annual return | 31.15% | 64.34%-33.2pp | 71.41%-40.3pp | 345.43%-314.3pp |
| Employer contribution / active EE | $2,034 | $5,262-61.4% | $4,736-57.1% | $4,764-57.3% |
| Participant deferral / active EE | $3,959 | $7,111-44.3% | $6,710-41.0% | $5,851-32.3% |
| Admin fee / account holder | $333 | $12,125-97.3% | $10,264-96.8% | $11,599-97.1% |