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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 | $10,857 | $157,829-93.1% | $136,867-92.1% | $198,609-94.5% |
| Participation rate | 66.7% | 77.2%-10.5pp | 74.5%-7.9pp | 82.4%-15.7pp |
| Annual return | 12.41% | 51.25%-38.8pp | 42.97%-30.6pp | 202.70%-190.3pp |
| Employer contribution / active EE | $1,678 | $3,923-57.2% | $3,547-52.7% | $5,055-66.8% |
| Participant deferral / active EE | $3,398 | $5,463-37.8% | $4,924-31.0% | $6,977-51.3% |
| Admin fee / account holder | $4,889 | $11,107-56.0% | $10,340-52.7% | $19,030-74.3% |