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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 | $14,081 | $152,619-90.8% | $125,195-88.8% | $152,909-90.8% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.5%-22.5pp |
| Annual return | 35.98% | 54.85%-18.9pp | 43.79%-7.8pp | 345.46%-309.5pp |
| Employer contribution / active EE | $1,439 | $4,947-70.9% | $3,866-62.8% | $4,764-69.8% |
| Participant deferral / active EE | $2,198 | $5,869-62.5% | $4,937-55.5% | $5,851-62.4% |
| Admin fee / account holder | $441 | $13,437-96.7% | $9,704-95.5% | $11,601-96.2% |