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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 | $13,418 | $99,652-86.5% | $78,778-83.0% | $147,586-90.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 19.73% | 47.28%-27.6pp | 35.62%-15.9pp | 578.59%-558.9pp |
| Employer contribution / active EE | $812 | $2,796-71.0% | $1,986-59.1% | $4,876-83.4% |
| Participant deferral / active EE | $2,343 | $3,664-36.0% | $2,958-20.8% | $5,439-56.9% |
| Admin fee / account holder | $332 | $7,155-95.4% | $5,134-93.5% | $10,886-96.9% |