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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 | $10,400 | $111,878-90.7% | $93,727-88.9% | $145,897-92.9% |
| Participation rate | 58.3% | 74.2%-15.9pp | 68.7%-10.4pp | 80.3%-22.0pp |
| Annual return | 11.73% | 204.28%-192.5pp | 133.83%-122.1pp | 552.29%-540.6pp |
| Employer contribution / active EE | $902 | $3,092-70.8% | $2,421-62.7% | $4,663-80.7% |
| Participant deferral / active EE | $2,982 | $4,920-39.4% | $4,417-32.5% | $6,689-55.4% |
| Admin fee / account holder | $11,913 | $10,256+16.1% | $8,292+43.7% | $13,390-11.0% |