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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 | $10,698 | $125,237-91.5% | $105,608-89.9% | $145,877-92.7% |
| Participation rate | 57.9% | 77.7%-19.8pp | 75.3%-17.4pp | 80.3%-22.4pp |
| Annual return | 12.20% | 225.76%-213.6pp | 116.50%-104.3pp | 551.28%-539.1pp |
| Employer contribution / active EE | $1,715 | $3,720-53.9% | $3,167-45.8% | $4,663-63.2% |
| Participant deferral / active EE | $4,247 | $5,711-25.6% | $5,010-15.2% | $6,691-36.5% |
| Admin fee / account holder | $10,223 | $17,287-40.9% | $11,028-7.3% | $13,402-23.7% |