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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 | $14,341 | $125,237-88.5% | $105,608-86.4% | $145,877-90.2% |
| Participation rate | 69.2% | 77.7%-8.4pp | 75.3%-6.1pp | 80.3%-11.1pp |
| Annual return | 30.10% | 225.76%-195.7pp | 116.50%-86.4pp | 551.28%-521.2pp |
| Employer contribution / active EE | $1,413 | $3,720-62.0% | $3,167-55.4% | $4,663-69.7% |
| Participant deferral / active EE | $2,328 | $5,711-59.2% | $5,010-53.5% | $6,691-65.2% |
| Admin fee / account holder | $12,135 | $17,287-29.8% | $11,028+10.0% | $13,402-9.5% |