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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 | $13,124 | $112,935-88.4% | $90,970-85.6% | $158,966-91.7% |
| Participation rate | 45.8% | 74.7%-28.9pp | 69.0%-23.2pp | 82.0%-36.1pp |
| Annual return | 33.84% | 215.79%-182.0pp | 134.58%-100.7pp | 302.95%-269.1pp |
| Employer contribution / active EE | $1,402 | $2,895-51.6% | $2,122-34.0% | $4,762-70.6% |
| Participant deferral / active EE | $1,974 | $4,129-52.2% | $3,373-41.5% | $5,983-67.0% |
| Admin fee / account holder | $329 | $8,045-95.9% | $5,960-94.5% | $11,250-97.1% |