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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 | $13,839 | $183,592-92.5% | $155,574-91.1% | $145,877-90.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 15.46% | 61.37%-45.9pp | 64.87%-49.4pp | 551.28%-535.8pp |
| Employer contribution / active EE | $1,570 | $5,317-70.5% | $4,676-66.4% | $4,663-66.3% |
| Participant deferral / active EE | $7,242 | $6,466+12.0% | $5,629+28.6% | $6,691+8.2% |
| Admin fee / account holder | $9,019 | $19,316-53.3% | $15,914-43.3% | $13,402-32.7% |