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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 | $11,870 | $227,597-94.8% | $189,575-93.7% | $167,536-92.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 16.20% | 78.44%-62.2pp | 64.19%-48.0pp | 478.82%-462.6pp |
| Employer contribution / active EE | $1,180 | $5,316-77.8% | $4,412-73.3% | $4,839-75.6% |
| Participant deferral / active EE | $3,637 | $7,002-48.1% | $6,174-41.1% | $6,342-42.7% |
| Admin fee / account holder | $2,751 | $11,877-76.8% | $9,806-72.0% | $12,315-77.7% |