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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 | $13,546 | $85,171-84.1% | $172,752-92.2% | $72,975-81.4% |
| Participation rate | 68.3% | 70.1%-1.8pp | 82.6%-14.4pp | 69.5%-1.2pp |
| Annual return | 20.63% | 27.32%-6.7pp | 802.97%-782.3pp | 81.01%-60.4pp |
| Employer contribution / active EE | $1,262 | $3,324-62.0% | $5,144-75.5% | $2,440-48.3% |
| Participant deferral / active EE | $2,117 | $3,260-35.0% | $5,198-59.3% | $3,608-41.3% |
| Admin fee / account holder | $1,761 | $5,880-70.1% | $13,955-87.4% | $5,124-65.6% |