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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 | $15,048 | $166,089-90.9% | $164,928-90.9% | $145,978-89.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 9.66% | 100.26%-90.6pp | 70.08%-60.4pp | 550.52%-540.9pp |
| Employer contribution / active EE | $1,215 | $5,276-77.0% | $4,343-72.0% | $4,662-73.9% |
| Participant deferral / active EE | $3,344 | $6,961-52.0% | $6,034-44.6% | $6,690-50.0% |
| Admin fee / account holder | $3,113 | $16,641-81.3% | $12,684-75.5% | $13,400-76.8% |