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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 | $166,131-91.5% | $164,975-91.5% | $145,877-90.4% |
| Participation rate | 47.8% | 82.0%-34.2pp | 78.6%-30.8pp | 80.3%-32.5pp |
| Annual return | 12.44% | 100.37%-87.9pp | 70.12%-57.7pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,282 | $5,276-75.7% | $4,343-70.5% | $4,663-72.5% |
| Participant deferral / active EE | $2,385 | $6,962-65.7% | $6,033-60.5% | $6,691-64.4% |
| Admin fee / account holder | $15,733 | $16,648-5.5% | $12,688+24.0% | $13,402+17.4% |