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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 | $14,764 | $115,814-87.3% | $101,275-85.4% | $158,982-90.7% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 11.63% | 56.16%-44.5pp | 46.48%-34.9pp | 302.99%-291.4pp |
| Employer contribution / active EE | $1,074 | $4,176-74.3% | $3,660-70.7% | $4,763-77.4% |
| Participant deferral / active EE | $1,370 | $4,958-72.4% | $4,371-68.7% | $5,983-77.1% |
| Admin fee / account holder | $4,085 | $7,249-43.7% | $5,948-31.3% | $11,252-63.7% |