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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 | $13,040 | $107,941-87.9% | $91,994-85.8% | $152,897-91.5% |
| Participation rate | 33.3% | 81.2%-47.9pp | 78.6%-45.3pp | 82.5%-49.1pp |
| Annual return | 30.43% | 89.28%-58.8pp | 69.04%-38.6pp | 345.43%-315.0pp |
| Employer contribution / active EE | $799 | $4,212-81.0% | $3,453-76.9% | $4,764-83.2% |
| Participant deferral / active EE | $2,410 | $6,366-62.1% | $5,924-59.3% | $5,851-58.8% |
| Admin fee / account holder | $2,639 | $10,521-74.9% | $7,744-65.9% | $11,599-77.2% |