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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 | $11,397 | $107,363-89.4% | $92,909-87.7% | $152,897-92.5% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 41.51% | 145.63%-104.1pp | 109.44%-67.9pp | 345.43%-303.9pp |
| Employer contribution / active EE | $1,802 | $4,222-57.3% | $3,653-50.7% | $4,764-62.2% |
| Participant deferral / active EE | $3,357 | $4,848-30.8% | $4,238-20.8% | $5,851-42.6% |
| Admin fee / account holder | $571 | $7,082-91.9% | $5,795-90.2% | $11,599-95.1% |