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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 | $13,493 | $117,895-88.6% | $102,460-86.8% | $145,897-90.8% |
| Participation rate | 56.5% | 78.6%-22.1pp | 76.5%-20.0pp | 80.3%-23.8pp |
| Annual return | 10.65% | 31.92%-21.3pp | 29.47%-18.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,321 | $3,619-63.5% | $3,025-56.3% | $4,663-71.7% |
| Participant deferral / active EE | $2,542 | $5,736-55.7% | $5,056-49.7% | $6,689-62.0% |
| Admin fee / account holder | $3,933 | $13,353-70.5% | $9,460-58.4% | $13,390-70.6% |