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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 | $14,247 | $148,582-90.4% | $135,942-89.5% | $139,456-89.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 21.22% | 79.26%-58.0pp | 68.28%-47.1pp | 373.45%-352.2pp |
| Employer contribution / active EE | $1,783 | $5,245-66.0% | $4,858-63.3% | $4,753-62.5% |
| Participant deferral / active EE | $3,258 | $8,101-59.8% | $7,759-58.0% | $6,711-51.5% |
| Admin fee / account holder | $1,460 | $12,402-88.2% | $10,764-86.4% | $11,407-87.2% |