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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 | $10,988 | $107,363-89.8% | $92,909-88.2% | $152,897-92.8% |
| Participation rate | 64.3% | 79.8%-15.5pp | 76.0%-11.7pp | 82.5%-18.2pp |
| Annual return | 46.51% | 145.63%-99.1pp | 109.44%-62.9pp | 345.43%-298.9pp |
| Employer contribution / active EE | $761 | $4,222-82.0% | $3,653-79.2% | $4,764-84.0% |
| Participant deferral / active EE | $2,065 | $4,848-57.4% | $4,238-51.3% | $5,851-64.7% |
| Admin fee / account holder | $302 | $7,082-95.7% | $5,795-94.8% | $11,599-97.4% |