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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 | $11,700 | $154,209-92.4% | $130,062-91.0% | $139,487-91.6% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.5%-41.0pp | 80.3%-42.8pp |
| Annual return | 25.20% | 32.52%-7.3pp | -137.37%+162.6pp | 373.84%-348.6pp |
| Employer contribution / active EE | $1,265 | $5,292-76.1% | $4,322-70.7% | $4,755-73.4% |
| Participant deferral / active EE | $2,325 | $6,709-65.3% | $5,821-60.1% | $6,713-65.4% |
| Admin fee / account holder | $400 | $13,988-97.1% | $10,601-96.2% | $11,407-96.5% |