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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 | $13,996 | $115,796-87.9% | $101,264-86.2% | $158,950-91.2% |
| Participation rate | 64.7% | 79.4%-14.7pp | 75.8%-11.1pp | 82.0%-17.3pp |
| Annual return | 12.91% | 56.15%-43.2pp | 46.48%-33.6pp | 302.91%-290.0pp |
| Employer contribution / active EE | $1,254 | $4,175-70.0% | $3,660-65.7% | $4,762-73.7% |
| Participant deferral / active EE | $1,407 | $4,958-71.6% | $4,370-67.8% | $5,983-76.5% |
| Admin fee / account holder | $2,006 | $7,247-72.3% | $5,947-66.3% | $11,248-82.2% |