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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 | $13,941 | $132,634-89.5% | $115,768-88.0% | $137,256-89.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 11.44% | 160.70%-149.3pp | 100.46%-89.0pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,651 | $3,360-50.8% | $2,940-43.8% | $4,156-60.3% |
| Participant deferral / active EE | $3,933 | $5,619-30.0% | $4,917-20.0% | $6,407-38.6% |
| Admin fee / account holder | $5,001 | $15,028-66.7% | $12,439-59.8% | $12,270-59.2% |