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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 | $11,257 | $160,040-93.0% | $147,096-92.3% | $145,877-92.3% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 15.49% | 98.49%-83.0pp | 419.75%-404.3pp | 551.28%-535.8pp |
| Employer contribution / active EE | $1,690 | $5,289-68.0% | $4,936-65.8% | $4,663-63.8% |
| Participant deferral / active EE | $4,510 | $8,429-46.5% | $8,071-44.1% | $6,691-32.6% |
| Admin fee / account holder | $1,221 | $15,050-91.9% | $13,005-90.6% | $13,402-90.9% |