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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 | $10,315 | $150,346-93.1% | $120,524-91.4% | $145,877-92.9% |
| Participation rate | 26.3% | 78.8%-52.5pp | 71.9%-45.6pp | 80.3%-54.0pp |
| Annual return | 11.53% | 154.40%-142.9pp | 107.36%-95.8pp | 551.28%-539.8pp |
| Employer contribution / active EE | $1,142 | $4,353-73.8% | $3,469-67.1% | $4,663-75.5% |
| Participant deferral / active EE | $1,486 | $6,172-75.9% | $4,994-70.3% | $6,691-77.8% |
| Admin fee / account holder | $1,925 | $12,215-84.2% | $9,440-79.6% | $13,402-85.6% |