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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 | $12,666 | $157,304-91.9% | $141,197-91.0% | $152,909-91.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 18.67% | 64.34%-45.7pp | 71.41%-52.7pp | 345.46%-326.8pp |
| Employer contribution / active EE | $5,604 | $5,263+6.5% | $4,736+18.3% | $4,764+17.6% |
| Participant deferral / active EE | $3,255 | $7,111-54.2% | $6,710-51.5% | $5,851-44.4% |
| Admin fee / account holder | $4,886 | $12,126-59.7% | $10,265-52.4% | $11,601-57.9% |