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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 | $10,381 | $107,363-90.3% | $92,909-88.8% | $152,897-93.2% |
| Participation rate | 63.2% | 79.8%-16.6pp | 76.0%-12.8pp | 82.5%-19.3pp |
| Annual return | 24.58% | 145.63%-121.0pp | 109.44%-84.9pp | 345.43%-320.8pp |
| Employer contribution / active EE | $1,484 | $4,222-64.8% | $3,653-59.4% | $4,764-68.8% |
| Participant deferral / active EE | $2,033 | $4,848-58.1% | $4,238-52.0% | $5,851-65.3% |
| Admin fee / account holder | $2,595 | $7,082-63.4% | $5,795-55.2% | $11,599-77.6% |