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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 | $1,167 | $100,073-98.8% | $85,126-98.6% | $145,877-99.2% |
| Participation rate | 57.1% | 74.1%-17.0pp | 67.5%-10.4pp | 80.3%-23.2pp |
| Annual return | 12.86% | 84.11%-71.3pp | 66.63%-53.8pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,380 | $3,236-57.4% | $2,731-49.5% | $4,663-70.4% |
| Participant deferral / active EE | $1,567 | $5,294-70.4% | $4,523-65.4% | $6,691-76.6% |
| Admin fee / account holder | $6,954 | $7,261-4.2% | $6,160+12.9% | $13,402-48.1% |