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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 | $11,012 | $129,737-91.5% | $119,126-90.8% | $154,746-92.9% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 22.35% | 379.08%-356.7pp | 282.11%-259.8pp | 172.34%-150.0pp |
| Employer contribution / active EE | $1,319 | $4,375-69.9% | $4,034-67.3% | $4,379-69.9% |
| Participant deferral / active EE | $1,872 | $5,842-67.9% | $5,318-64.8% | $6,730-72.2% |
| Admin fee / account holder | $763 | $11,961-93.6% | $10,693-92.9% | $14,365-94.7% |