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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 | $111,787-90.7% | $93,681-88.9% | $145,978-92.9% |
| Participation rate | 58.3% | 74.2%-15.9pp | 68.7%-10.4pp | 80.3%-22.0pp |
| Annual return | 11.73% | 203.52%-191.8pp | 133.47%-121.7pp | 550.52%-538.8pp |
| Employer contribution / active EE | $902 | $3,093-70.8% | $2,422-62.8% | $4,662-80.6% |
| Participant deferral / active EE | $2,982 | $4,918-39.4% | $4,415-32.5% | $6,690-55.4% |
| Admin fee / account holder | $11,913 | $10,256+16.2% | $8,290+43.7% | $13,400-11.1% |