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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 | $14,014 | $98,240-85.7% | $82,312-83.0% | $147,586-90.5% |
| Participation rate | 36.4% | 79.7%-43.4pp | 76.9%-40.5pp | 82.8%-46.5pp |
| Annual return | 12.84% | 30.85%-18.0pp | 25.88%-13.0pp | 578.59%-565.8pp |
| Employer contribution / active EE | $1,124 | $3,192-64.8% | $2,428-53.7% | $4,876-77.0% |
| Participant deferral / active EE | $1,901 | $4,383-56.6% | $3,706-48.7% | $5,439-65.1% |
| Admin fee / account holder | $10,890 | $8,563+27.2% | $5,608+94.2% | $10,8860% |