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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 | $10,161 | $157,304-93.5% | $141,197-92.8% | $152,909-93.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 25.63% | 64.34%-38.7pp | 71.41%-45.8pp | 345.46%-319.8pp |
| Employer contribution / active EE | $2,645 | $5,263-49.7% | $4,736-44.2% | $4,764-44.5% |
| Participant deferral / active EE | $4,740 | $7,111-33.3% | $6,710-29.4% | $5,851-19.0% |
| Admin fee / account holder | $8,033 | $12,126-33.8% | $10,265-21.7% | $11,601-30.8% |