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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 | $15,636 | $232,540-93.3% | $185,117-91.6% | $147,586-89.4% |
| Participation rate | 52.9% | 82.4%-29.4pp | 77.3%-24.3pp | 82.8%-29.9pp |
| Annual return | 7.97% | 43.03%-35.1pp | 40.50%-32.5pp | 578.59%-570.6pp |
| Employer contribution / active EE | $1,172 | $5,195-77.4% | $4,182-72.0% | $4,876-76.0% |
| Participant deferral / active EE | $1,595 | $5,834-72.7% | $5,045-68.4% | $5,439-70.7% |
| Admin fee / account holder | $533 | $10,275-94.8% | $8,159-93.5% | $10,886-95.1% |