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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 | $13,336 | $112,131-88.1% | $95,964-86.1% | $158,982-91.6% |
| Participation rate | 64.7% | 79.0%-14.3pp | 77.1%-12.4pp | 82.0%-17.3pp |
| Annual return | 32.49% | 171.19%-138.7pp | 91.64%-59.2pp | 302.99%-270.5pp |
| Employer contribution / active EE | $924 | $3,199-71.1% | $2,541-63.6% | $4,763-80.6% |
| Participant deferral / active EE | $2,948 | $4,784-38.4% | $4,167-29.3% | $5,983-50.7% |
| Admin fee / account holder | $306 | $10,136-97.0% | $6,797-95.5% | $11,252-97.3% |