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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 | $13,073 | $106,923-87.8% | $84,023-84.4% | $152,909-91.5% |
| Participation rate | 55.6% | 75.3%-19.7pp | 69.0%-13.5pp | 82.5%-26.9pp |
| Annual return | 33.79% | 105.02%-71.2pp | 71.32%-37.5pp | 345.46%-311.7pp |
| Employer contribution / active EE | $1,288 | $2,735-52.9% | $1,984-35.1% | $4,764-73.0% |
| Participant deferral / active EE | $1,944 | $4,013-51.6% | $3,239-40.0% | $5,851-66.8% |
| Admin fee / account holder | $492 | $8,289-94.1% | $6,102-91.9% | $11,601-95.8% |