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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 | $11,813 | $166,242-92.9% | $165,071-92.8% | $145,884-91.9% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 12.41% | 100.44%-88.0pp | 70.17%-57.8pp | 551.85%-539.4pp |
| Employer contribution / active EE | $1,727 | $5,283-67.3% | $4,347-60.3% | $4,662-63.0% |
| Participant deferral / active EE | $2,051 | $6,964-70.5% | $6,035-66.0% | $6,690-69.3% |
| Admin fee / account holder | $1,957 | $16,658-88.3% | $12,695-84.6% | $13,392-85.4% |