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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 | $13,582 | $112,131-87.9% | $95,964-85.8% | $158,982-91.5% |
| Participation rate | 37.5% | 79.0%-41.5pp | 77.1%-39.6pp | 82.0%-44.5pp |
| Annual return | 8.59% | 171.19%-162.6pp | 91.64%-83.1pp | 302.99%-294.4pp |
| Employer contribution / active EE | $720 | $3,199-77.5% | $2,541-71.7% | $4,763-84.9% |
| Participant deferral / active EE | $1,991 | $4,784-58.4% | $4,167-52.2% | $5,983-66.7% |
| Admin fee / account holder | $16,792 | $10,136+65.7% | $6,797+147.0% | $11,252+49.2% |