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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 | $12,755 | $157,304-91.9% | $141,197-91.0% | $152,909-91.7% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 29.35% | 64.34%-35.0pp | 71.41%-42.1pp | 345.46%-316.1pp |
| Employer contribution / active EE | $2,256 | $5,263-57.1% | $4,736-52.4% | $4,764-52.6% |
| Participant deferral / active EE | $3,415 | $7,111-52.0% | $6,710-49.1% | $5,851-41.6% |
| Admin fee / account holder | $2,213 | $12,126-81.7% | $10,265-78.4% | $11,601-80.9% |