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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 | $13,682 | $162,821-91.6% | $133,978-89.8% | $158,982-91.4% |
| Participation rate | 33.3% | 83.2%-49.9pp | 79.8%-46.5pp | 82.0%-48.6pp |
| Annual return | 64.96% | 41.95%+23.0pp | 45.10%+19.9pp | 302.99%-238.0pp |
| Employer contribution / active EE | $1,039 | $4,976-79.1% | $3,919-73.5% | $4,763-78.2% |
| Participant deferral / active EE | $2,790 | $5,910-52.8% | $5,047-44.7% | $5,983-53.4% |
| Admin fee / account holder | $4,123 | $11,742-64.9% | $8,930-53.8% | $11,252-63.4% |