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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 | $13,153 | $112,121-88.3% | $95,960-86.3% | $158,966-91.7% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 27.28% | 171.16%-143.9pp | 91.63%-64.4pp | 302.95%-275.7pp |
| Employer contribution / active EE | $4,765 | $3,199+49.0% | $2,541+87.5% | $4,762+0.1% |
| Participant deferral / active EE | $11,281 | $4,784+135.8% | $4,167+170.7% | $5,983+88.5% |
| Admin fee / account holder | $8,013 | $10,135-20.9% | $6,797+17.9% | $11,250-28.8% |