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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 | $11,848 | $115,810-89.8% | $101,271-88.3% | $158,966-92.5% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 13.21% | 56.15%-42.9pp | 46.48%-33.3pp | 302.95%-289.7pp |
| Employer contribution / active EE | $1,171 | $4,175-72.0% | $3,660-68.0% | $4,762-75.4% |
| Participant deferral / active EE | $5,806 | $4,958+17.1% | $4,371+32.8% | $5,983-3.0% |
| Admin fee / account holder | $9,939 | $7,248+37.1% | $5,948+67.1% | $11,250-11.7% |