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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 | $14,790 | $148,582-90.0% | $135,942-89.1% | $139,456-89.4% |
| Participation rate | 44.4% | 83.9%-39.4pp | 81.9%-37.5pp | 80.3%-35.9pp |
| Annual return | 32.75% | 79.26%-46.5pp | 68.28%-35.5pp | 373.45%-340.7pp |
| Employer contribution / active EE | $1,507 | $5,245-71.3% | $4,858-69.0% | $4,753-68.3% |
| Participant deferral / active EE | $3,444 | $8,101-57.5% | $7,759-55.6% | $6,711-48.7% |
| Admin fee / account holder | $1,696 | $12,402-86.3% | $10,764-84.2% | $11,407-85.1% |