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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 | $14,267 | $81,208-82.4% | $98,920-85.6% | $79,852-82.1% |
| Participation rate | 45.5% | 72.5%-27.1pp | 76.0%-30.6pp | 69.6%-24.2pp |
| Annual return | 13.31% | 60.99%-47.7pp | 196.47%-183.2pp | 31.72%-18.4pp |
| Employer contribution / active EE | $1,199 | $1,960-38.8% | $2,689-55.4% | $2,471-51.5% |
| Participant deferral / active EE | $1,669 | $3,265-48.9% | $4,245-60.7% | $3,740-55.4% |
| Admin fee / account holder | $1,868 | $6,013-68.9% | $6,643-71.9% | $5,306-64.8% |