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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 | $14,953 | $112,935-86.8% | $90,970-83.6% | $158,966-90.6% |
| Participation rate | 41.7% | 74.7%-33.1pp | 69.0%-27.3pp | 82.0%-40.3pp |
| Annual return | 10.78% | 215.79%-205.0pp | 134.58%-123.8pp | 302.95%-292.2pp |
| Employer contribution / active EE | $741 | $2,895-74.4% | $2,122-65.1% | $4,762-84.4% |
| Participant deferral / active EE | $1,621 | $4,129-60.7% | $3,373-51.9% | $5,983-72.9% |
| Admin fee / account holder | $7,151 | $8,045-11.1% | $5,960+20.0% | $11,250-36.4% |