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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 | $13,437 | $157,304-91.5% | $141,197-90.5% | $152,909-91.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 23.49% | 64.34%-40.9pp | 71.41%-47.9pp | 345.46%-322.0pp |
| Employer contribution / active EE | $2,100 | $5,263-60.1% | $4,736-55.7% | $4,764-55.9% |
| Participant deferral / active EE | $3,587 | $7,111-49.6% | $6,710-46.5% | $5,851-38.7% |
| Admin fee / account holder | $985 | $12,126-91.9% | $10,265-90.4% | $11,601-91.5% |