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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 | $11,856 | $73,518-83.9% | $63,003-81.2% | $147,585-92.0% |
| Participation rate | 46.2% | 77.9%-31.7pp | 74.8%-28.7pp | 82.8%-36.7pp |
| Annual return | 19.29% | 175.46%-156.2pp | 87.59%-68.3pp | 578.57%-559.3pp |
| Employer contribution / active EE | $1,330 | $3,322-60.0% | $2,760-51.8% | $4,876-72.7% |
| Participant deferral / active EE | $1,988 | $4,183-52.5% | $3,329-40.3% | $5,439-63.4% |
| Admin fee / account holder | $3,765 | $5,952-36.7% | $3,600+4.6% | $10,885-65.4% |