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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 | $13,335 | $117,904-88.7% | $102,457-87.0% | $145,978-90.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 18.81% | 31.80%-13.0pp | 29.41%-10.6pp | 550.52%-531.7pp |
| Employer contribution / active EE | $1,780 | $3,613-50.7% | $3,022-41.1% | $4,662-61.8% |
| Participant deferral / active EE | $3,862 | $5,733-32.6% | $5,054-23.6% | $6,690-42.3% |
| Admin fee / account holder | $1,015 | $13,329-92.4% | $9,451-89.3% | $13,400-92.4% |