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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 | $11,018 | $81,208-86.4% | $98,916-88.9% | $79,858-86.2% |
| Participation rate | 69.2% | 72.5%-3.3pp | 76.0%-6.8pp | 69.6%-0.4pp |
| Annual return | 12.80% | 60.99%-48.2pp | 196.45%-183.6pp | 31.72%-18.9pp |
| Employer contribution / active EE | $2,351 | $1,960+20.0% | $2,689-12.6% | $2,471-4.9% |
| Participant deferral / active EE | $3,199 | $3,265-2.0% | $4,245-24.6% | $3,740-14.5% |
| Admin fee / account holder | $3,235 | $6,013-46.2% | $6,642-51.3% | $5,306-39.0% |