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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 | $126,519-91.5% | $106,201-89.9% | $145,959-92.7% |
| Participation rate | 57.9% | 77.7%-19.8pp | 75.3%-17.4pp | 80.3%-22.4pp |
| Annual return | 12.20% | 225.10%-212.9pp | 116.26%-104.1pp | 561.95%-549.8pp |
| Employer contribution / active EE | $1,715 | $3,726-54.0% | $3,170-45.9% | $4,661-63.2% |
| Participant deferral / active EE | $4,247 | $5,716-25.7% | $5,012-15.3% | $6,689-36.5% |
| Admin fee / account holder | $10,223 | $17,312-41.0% | $11,039-7.4% | $13,398-23.7% |