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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 | $9,551 | $132,634-92.8% | $115,768-91.7% | $137,256-93.0% |
| Participation rate | 65.2% | 77.9%-12.7pp | 74.4%-9.2pp | 80.0%-14.7pp |
| Annual return | 22.66% | 160.70%-138.0pp | 100.46%-77.8pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,651 | $3,360-50.9% | $2,940-43.8% | $4,156-60.3% |
| Participant deferral / active EE | $1,949 | $5,619-65.3% | $4,917-60.4% | $6,407-69.6% |
| Admin fee / account holder | $2,714 | $15,028-81.9% | $12,439-78.2% | $12,270-77.9% |