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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 | $14,741 | $157,276-90.6% | $141,177-89.6% | $152,885-90.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 36.34% | 64.33%-28.0pp | 71.40%-35.1pp | 345.39%-309.0pp |
| Employer contribution / active EE | $3,874 | $5,262-26.4% | $4,736-18.2% | $4,763-18.7% |
| Participant deferral / active EE | $4,366 | $7,110-38.6% | $6,710-34.9% | $5,851-25.4% |
| Admin fee / account holder | $594 | $12,123-95.1% | $10,263-94.2% | $11,598-94.9% |