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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 | $12,795 | $157,296-91.9% | $141,191-90.9% | $152,897-91.6% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 30.93% | 64.34%-33.4pp | 71.41%-40.5pp | 345.43%-314.5pp |
| Employer contribution / active EE | $1,507 | $5,262-71.4% | $4,736-68.2% | $4,764-68.4% |
| Participant deferral / active EE | $5,815 | $7,111-18.2% | $6,710-13.3% | $5,851-0.6% |
| Admin fee / account holder | $4,601 | $12,125-62.1% | $10,264-55.2% | $11,599-60.3% |