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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 | $10,402 | $148,623-93.0% | $135,974-92.4% | $139,466-92.5% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 17.28% | 79.30%-62.0pp | 68.30%-51.0pp | 373.66%-356.4pp |
| Employer contribution / active EE | $1,898 | $5,246-63.8% | $4,859-60.9% | $4,754-60.1% |
| Participant deferral / active EE | $6,975 | $8,103-13.9% | $7,760-10.1% | $6,712+3.9% |
| Admin fee / account holder | $10,526 | $12,406-15.2% | $10,767-2.2% | $11,409-7.7% |