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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 | $14,557 | $183,627-92.1% | $155,602-90.6% | $145,978-90.0% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 18.51% | 61.32%-42.8pp | 64.81%-46.3pp | 550.52%-532.0pp |
| Employer contribution / active EE | $1,455 | $5,316-72.6% | $4,675-68.9% | $4,662-68.8% |
| Participant deferral / active EE | $4,472 | $6,466-30.8% | $5,629-20.6% | $6,690-33.2% |
| Admin fee / account holder | $1,632 | $19,327-91.6% | $15,923-89.7% | $13,400-87.8% |