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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 | $13,688 | $118,869-88.5% | $96,575-85.8% | $167,518-91.8% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 15.98% | 50.49%-34.5pp | 37.79%-21.8pp | 478.71%-462.7pp |
| Employer contribution / active EE | $1,371 | $3,120-56.1% | $2,357-41.8% | $4,838-71.7% |
| Participant deferral / active EE | $1,740 | $4,616-62.3% | $3,849-54.8% | $6,342-72.6% |
| Admin fee / account holder | $614 | $8,067-92.4% | $6,182-90.1% | $12,312-95.0% |