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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 | $12,991 | $125,184-89.6% | $105,607-87.7% | $145,884-91.1% |
| Participation rate | 62.5% | 77.6%-15.1pp | 75.3%-12.8pp | 80.3%-17.8pp |
| Annual return | 14.13% | 225.00%-210.9pp | 116.11%-102.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $1,051 | $3,720-71.8% | $3,167-66.8% | $4,662-77.5% |
| Participant deferral / active EE | $2,730 | $5,714-52.2% | $5,011-45.5% | $6,690-59.2% |
| Admin fee / account holder | $595 | $17,133-96.5% | $10,958-94.6% | $13,392-95.6% |