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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 | $12,934 | $157,296-91.8% | $141,191-90.8% | $152,897-91.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 16.31% | 64.34%-48.0pp | 71.41%-55.1pp | 345.43%-329.1pp |
| Employer contribution / active EE | $2,453 | $5,262-53.4% | $4,736-48.2% | $4,764-48.5% |
| Participant deferral / active EE | $5,153 | $7,111-27.5% | $6,710-23.2% | $5,851-11.9% |
| Admin fee / account holder | $10,182 | $12,125-16.0% | $10,264-0.8% | $11,599-12.2% |