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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 | $11,566 | $148,623-92.2% | $135,974-91.5% | $139,466-91.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 32.57% | 79.30%-46.7pp | 68.30%-35.7pp | 373.66%-341.1pp |
| Employer contribution / active EE | $1,437 | $5,246-72.6% | $4,859-70.4% | $4,754-69.8% |
| Participant deferral / active EE | $3,132 | $8,103-61.3% | $7,760-59.6% | $6,712-53.3% |
| Admin fee / account holder | $730 | $12,406-94.1% | $10,767-93.2% | $11,409-93.6% |