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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 | $15,111 | $157,276-90.4% | $141,177-89.3% | $152,885-90.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 18.33% | 64.33%-46.0pp | 71.40%-53.1pp | 345.39%-327.1pp |
| Employer contribution / active EE | $1,127 | $5,262-78.6% | $4,736-76.2% | $4,763-76.3% |
| Participant deferral / active EE | $4,466 | $7,110-37.2% | $6,710-33.4% | $5,851-23.7% |
| Admin fee / account holder | $3,738 | $12,123-69.2% | $10,263-63.6% | $11,598-67.8% |