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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 | $14,867 | $176,402-91.6% | $134,155-88.9% | $158,950-90.6% |
| Participation rate | 54.5% | 78.7%-24.2pp | 72.2%-17.6pp | 82.0%-27.4pp |
| Annual return | 40.47% | 63.66%-23.2pp | 36.34%+4.1pp | 302.91%-262.4pp |
| Employer contribution / active EE | $1,619 | $5,042-67.9% | $3,705-56.3% | $4,762-66.0% |
| Participant deferral / active EE | $4,574 | $4,093+11.8% | $3,500+30.7% | $5,983-23.5% |
| Admin fee / account holder | $2,767 | $8,719-68.3% | $6,685-58.6% | $11,248-75.4% |