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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 | $10,264 | $183,539-94.4% | $155,556-93.4% | $145,897-93.0% |
| Participation rate | 52.9% | 82.7%-29.8pp | 78.2%-25.3pp | 80.3%-27.4pp |
| Annual return | 15.29% | 61.31%-46.0pp | 64.84%-49.5pp | 552.29%-537.0pp |
| Employer contribution / active EE | $1,314 | $5,315-75.3% | $4,675-71.9% | $4,663-71.8% |
| Participant deferral / active EE | $2,204 | $6,467-65.9% | $5,631-60.9% | $6,689-67.1% |
| Admin fee / account holder | $458 | $19,275-97.6% | $15,885-97.1% | $13,390-96.6% |