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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 | $7,469 | $157,296-95.3% | $141,191-94.7% | $152,897-95.1% |
| Participation rate | 41.7% | 84.8%-43.2pp | 82.5%-40.8pp | 82.5%-40.8pp |
| Annual return | 27.54% | 64.34%-36.8pp | 71.41%-43.9pp | 345.43%-317.9pp |
| Employer contribution / active EE | $2,241 | $5,262-57.4% | $4,736-52.7% | $4,764-52.9% |
| Participant deferral / active EE | $3,988 | $7,111-43.9% | $6,710-40.6% | $5,851-31.8% |
| Admin fee / account holder | $4,328 | $12,125-64.3% | $10,264-57.8% | $11,599-62.7% |