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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 | $10,967 | $157,276-93.0% | $141,177-92.2% | $152,885-92.8% |
| Participation rate | 46.7% | 84.8%-38.2pp | 82.5%-35.8pp | 82.5%-35.8pp |
| Annual return | 26.56% | 64.33%-37.8pp | 71.40%-44.8pp | 345.39%-318.8pp |
| Employer contribution / active EE | $1,673 | $5,262-68.2% | $4,736-64.7% | $4,763-64.9% |
| Participant deferral / active EE | $2,863 | $7,110-59.7% | $6,710-57.3% | $5,851-51.1% |
| Admin fee / account holder | $430 | $12,123-96.5% | $10,263-95.8% | $11,598-96.3% |