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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 | $11,611 | $138,075-91.6% | $123,552-90.6% | $135,379-91.4% |
| Participation rate | 55.0% | 84.7%-29.7pp | 82.3%-27.3pp | 82.6%-27.6pp |
| Annual return | 4.96% | 153.70%-148.7pp | 119.20%-114.2pp | 519.79%-514.8pp |
| Employer contribution / active EE | $1,238 | $5,152-76.0% | $4,628-73.3% | $4,779-74.1% |
| Participant deferral / active EE | $2,806 | $6,800-58.7% | $6,426-56.3% | $5,609-50.0% |
| Admin fee / account holder | $8,206 | $10,917-24.8% | $9,285-11.6% | $10,828-24.2% |