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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 | $13,060 | $103,393-87.4% | $87,103-85.0% | $152,909-91.5% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 37.52% | 28.10%+9.4pp | 28.19%+9.3pp | 345.46%-307.9pp |
| Employer contribution / active EE | $850 | $3,221-73.6% | $2,521-66.3% | $4,764-82.2% |
| Participant deferral / active EE | $1,701 | $4,778-64.4% | $4,049-58.0% | $5,851-70.9% |
| Admin fee / account holder | $1,466 | $12,195-88.0% | $7,491-80.4% | $11,601-87.4% |