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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 | $10,558 | $107,368-90.2% | $92,915-88.6% | $152,909-93.1% |
| Participation rate | 63.6% | 79.8%-16.2pp | 76.0%-12.4pp | 82.5%-18.8pp |
| Annual return | 58.38% | 145.64%-87.3pp | 109.45%-51.1pp | 345.46%-287.1pp |
| Employer contribution / active EE | $1,374 | $4,222-67.4% | $3,653-62.4% | $4,764-71.1% |
| Participant deferral / active EE | $2,822 | $4,848-41.8% | $4,238-33.4% | $5,851-51.8% |
| Admin fee / account holder | $557 | $7,082-92.1% | $5,796-90.4% | $11,601-95.2% |