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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 | $14,076 | $166,268-91.5% | $165,100-91.5% | $145,897-90.4% |
| Participation rate | 47.8% | 82.0%-34.2pp | 78.6%-30.8pp | 80.3%-32.5pp |
| Annual return | 12.44% | 100.52%-88.1pp | 70.21%-57.8pp | 552.29%-539.9pp |
| Employer contribution / active EE | $1,282 | $5,284-75.7% | $4,348-70.5% | $4,663-72.5% |
| Participant deferral / active EE | $2,385 | $6,964-65.8% | $6,035-60.5% | $6,689-64.3% |
| Admin fee / account holder | $15,733 | $16,659-5.6% | $12,696+23.9% | $13,390+17.5% |