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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 | $13,656 | $92,219-85.2% | $76,767-82.2% | $135,380-89.9% |
| Participation rate | 60.0% | 79.8%-19.8pp | 77.0%-17.0pp | 82.6%-22.6pp |
| Annual return | 54.65% | 5.46%+49.2pp | 2.43%+52.2pp | 519.81%-465.2pp |
| Employer contribution / active EE | $947 | $3,216-70.5% | $2,485-61.9% | $4,779-80.2% |
| Participant deferral / active EE | $2,138 | $4,508-52.6% | $3,852-44.5% | $5,609-61.9% |
| Admin fee / account holder | $374 | $10,749-96.5% | $6,675-94.4% | $10,828-96.6% |