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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 | $13,091 | $165,939-92.1% | $122,354-89.3% | $147,586-91.1% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 22.51% | 34.56%-12.0pp | 30.28%-7.8pp | 578.59%-556.1pp |
| Employer contribution / active EE | $1,427 | $5,754-75.2% | $4,051-64.8% | $4,876-70.7% |
| Participant deferral / active EE | $3,429 | $4,005-14.4% | $3,287+4.3% | $5,439-37.0% |
| Admin fee / account holder | $1,662 | $7,425-77.6% | $5,479-69.7% | $10,886-84.7% |