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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 | $12,574 | $129,737-90.3% | $119,126-89.4% | $154,746-91.9% |
| Participation rate | 63.6% | 78.9%-15.2pp | 75.8%-12.1pp | 80.7%-17.1pp |
| Annual return | 18.35% | 379.08%-360.7pp | 282.11%-263.8pp | 172.34%-154.0pp |
| Employer contribution / active EE | $2,390 | $4,375-45.4% | $4,034-40.8% | $4,379-45.4% |
| Participant deferral / active EE | $4,332 | $5,842-25.9% | $5,318-18.5% | $6,730-35.6% |
| Admin fee / account holder | $3,291 | $11,961-72.5% | $10,693-69.2% | $14,365-77.1% |