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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 | $15,499 | $112,112-86.2% | $95,956-83.8% | $158,950-90.2% |
| Participation rate | 42.1% | 79.0%-36.9pp | 77.1%-35.0pp | 82.0%-39.9pp |
| Annual return | 20.39% | 171.15%-150.8pp | 91.63%-71.2pp | 302.91%-282.5pp |
| Employer contribution / active EE | $664 | $3,199-79.2% | $2,541-73.9% | $4,762-86.1% |
| Participant deferral / active EE | $2,051 | $4,784-57.1% | $4,167-50.8% | $5,983-65.7% |
| Admin fee / account holder | $886 | $10,134-91.3% | $6,797-87.0% | $11,248-92.1% |