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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 | $10,948 | $103,392-89.4% | $87,104-87.4% | $152,897-92.8% |
| Participation rate | 58.8% | 79.4%-20.5pp | 76.9%-18.0pp | 82.5%-23.6pp |
| Annual return | 51.19% | 28.10%+23.1pp | 28.19%+23.0pp | 345.43%-294.2pp |
| Employer contribution / active EE | $1,836 | $3,221-43.0% | $2,521-27.2% | $4,764-61.5% |
| Participant deferral / active EE | $3,287 | $4,778-31.2% | $4,048-18.8% | $5,851-43.8% |
| Admin fee / account holder | $707 | $12,194-94.2% | $7,491-90.6% | $11,599-93.9% |