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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 | $12,294 | $183,539-93.3% | $155,556-92.1% | $145,897-91.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 22.36% | 61.31%-38.9pp | 64.84%-42.5pp | 552.29%-529.9pp |
| Employer contribution / active EE | $1,576 | $5,315-70.3% | $4,675-66.3% | $4,663-66.2% |
| Participant deferral / active EE | $4,150 | $6,467-35.8% | $5,631-26.3% | $6,689-38.0% |
| Admin fee / account holder | $1,384 | $19,275-92.8% | $15,885-91.3% | $13,390-89.7% |