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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 | $13,581 | $232,540-94.2% | $185,117-92.7% | $147,586-90.8% |
| Participation rate | 44.4% | 82.4%-37.9pp | 77.3%-32.8pp | 82.8%-38.4pp |
| Annual return | 22.18% | 43.03%-20.9pp | 40.50%-18.3pp | 578.59%-556.4pp |
| Employer contribution / active EE | $1,314 | $5,195-74.7% | $4,182-68.6% | $4,876-73.1% |
| Participant deferral / active EE | $1,740 | $5,834-70.2% | $5,045-65.5% | $5,439-68.0% |
| Admin fee / account holder | $590 | $10,275-94.3% | $8,159-92.8% | $10,886-94.6% |