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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 | $13,066 | $95,975-86.4% | $74,549-82.5% | $135,379-90.3% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | 7.88% | 56.96%-49.1pp | 32.53%-24.7pp | 519.79%-511.9pp |
| Employer contribution / active EE | $645 | $2,716-76.2% | $1,961-67.1% | $4,779-86.5% |
| Participant deferral / active EE | $1,486 | $3,844-61.3% | $3,108-52.2% | $5,609-73.5% |
| Admin fee / account holder | $2,410 | $6,522-63.0% | $5,059-52.4% | $10,828-77.7% |