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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 | $13,366 | $157,304-91.5% | $141,197-90.5% | $152,909-91.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 27.23% | 64.34%-37.1pp | 71.41%-44.2pp | 345.46%-318.2pp |
| Employer contribution / active EE | $1,177 | $5,263-77.6% | $4,736-75.2% | $4,764-75.3% |
| Participant deferral / active EE | $4,900 | $7,111-31.1% | $6,710-27.0% | $5,851-16.3% |
| Admin fee / account holder | $598 | $12,126-95.1% | $10,265-94.2% | $11,601-94.8% |