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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 | $15,021 | $112,915-86.7% | $90,965-83.5% | $158,950-90.5% |
| Participation rate | 54.5% | 74.7%-20.2pp | 69.0%-14.5pp | 82.0%-27.4pp |
| Annual return | 12.06% | 215.75%-203.7pp | 134.57%-122.5pp | 302.91%-290.8pp |
| Employer contribution / active EE | $629 | $2,894-78.3% | $2,122-70.4% | $4,762-86.8% |
| Participant deferral / active EE | $5,044 | $4,128+22.2% | $3,373+49.5% | $5,983-15.7% |
| Admin fee / account holder | $548 | $8,044-93.2% | $5,960-90.8% | $11,248-95.1% |