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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 | $15,361 | $106,008-85.5% | $92,240-83.3% | $147,586-89.6% |
| Participation rate | 37.5% | 80.4%-42.9pp | 76.5%-39.0pp | 82.8%-45.3pp |
| Annual return | 27.93% | 50.05%-22.1pp | 176.29%-148.4pp | 578.59%-550.7pp |
| Employer contribution / active EE | $732 | $4,333-83.1% | $3,680-80.1% | $4,876-85.0% |
| Participant deferral / active EE | $1,395 | $4,478-68.9% | $3,897-64.2% | $5,439-74.4% |
| Admin fee / account holder | $1,039 | $6,333-83.6% | $5,194-80.0% | $10,886-90.5% |