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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 | $12,235 | $72,272-83.1% | $101,264-87.9% | $79,858-84.7% |
| Participation rate | 52.7% | 68.5%-15.7pp | 75.8%-23.1pp | 69.6%-16.9pp |
| Annual return | 47.15% | 22.30%+24.9pp | 46.48%+0.7pp | 31.72%+15.4pp |
| Employer contribution / active EE | $1,408 | $2,692-47.7% | $3,660-61.5% | $2,471-43.0% |
| Participant deferral / active EE | $2,098 | $3,282-36.1% | $4,370-52.0% | $3,740-43.9% |
| Admin fee / account holder | $330 | $4,401-92.5% | $5,947-94.4% | $5,306-93.8% |