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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 | $11,743 | $107,363-89.1% | $92,909-87.4% | $152,897-92.3% |
| Participation rate | 61.5% | 79.8%-18.2pp | 76.0%-14.5pp | 82.5%-20.9pp |
| Annual return | 25.69% | 145.63%-119.9pp | 109.44%-83.7pp | 345.43%-319.7pp |
| Employer contribution / active EE | $1,323 | $4,222-68.7% | $3,653-63.8% | $4,764-72.2% |
| Participant deferral / active EE | $2,215 | $4,848-54.3% | $4,238-47.7% | $5,851-62.1% |
| Admin fee / account holder | $940 | $7,082-86.7% | $5,795-83.8% | $11,599-91.9% |