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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 | $15,695 | $117,895-86.7% | $102,460-84.7% | $145,897-89.2% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 15.50% | 31.92%-16.4pp | 29.47%-14.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $3,033 | $3,619-16.2% | $3,025+0.3% | $4,663-34.9% |
| Participant deferral / active EE | $8,930 | $5,736+55.7% | $5,056+76.6% | $6,689+33.5% |
| Admin fee / account holder | $93,874 | $13,353+603.0% | $9,460+892.3% | $13,390+601.1% |