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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 | $13,089 | $107,363-87.8% | $92,909-85.9% | $152,897-91.4% |
| Participation rate | 64.3% | 79.8%-15.5pp | 76.0%-11.7pp | 82.5%-18.2pp |
| Annual return | 23.74% | 145.63%-121.9pp | 109.44%-85.7pp | 345.43%-321.7pp |
| Employer contribution / active EE | $1,296 | $4,222-69.3% | $3,653-64.5% | $4,764-72.8% |
| Participant deferral / active EE | $2,872 | $4,848-40.8% | $4,238-32.2% | $5,851-50.9% |
| Admin fee / account holder | $621 | $7,082-91.2% | $5,795-89.3% | $11,599-94.6% |