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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 | $12,732 | $160,070-92.0% | $147,117-91.3% | $145,897-91.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.08% | 98.69%-84.6pp | 420.54%-406.5pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,408 | $5,285-73.4% | $4,932-71.5% | $4,663-69.8% |
| Participant deferral / active EE | $5,632 | $8,419-33.1% | $8,065-30.2% | $6,689-15.8% |
| Admin fee / account holder | $730 | $15,035-95.1% | $12,993-94.4% | $13,390-94.5% |