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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 | $14,375 | $157,304-90.9% | $141,197-89.8% | $152,909-90.6% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.5%-38.0pp |
| Annual return | 24.26% | 64.34%-40.1pp | 71.41%-47.1pp | 345.46%-321.2pp |
| Employer contribution / active EE | $1,351 | $5,263-74.3% | $4,736-71.5% | $4,764-71.6% |
| Participant deferral / active EE | $3,359 | $7,111-52.8% | $6,710-49.9% | $5,851-42.6% |
| Admin fee / account holder | $1,156 | $12,126-90.5% | $10,265-88.7% | $11,601-90.0% |