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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 | $10,825 | $111,878-90.3% | $93,727-88.5% | $145,897-92.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 12.29% | 204.28%-192.0pp | 133.83%-121.5pp | 552.29%-540.0pp |
| Employer contribution / active EE | $1,038 | $3,092-66.4% | $2,421-57.2% | $4,663-77.7% |
| Participant deferral / active EE | $1,762 | $4,920-64.2% | $4,417-60.1% | $6,689-73.7% |
| Admin fee / account holder | $653 | $10,256-93.6% | $8,292-92.1% | $13,390-95.1% |