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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 | $14,988 | $63,365-76.3% | $91,994-83.7% | $72,976-79.5% |
| Participation rate | 53.4% | 72.5%-19.1pp | 78.6%-25.2pp | 69.5%-16.1pp |
| Annual return | 55.78% | 35.35%+20.4pp | 69.04%-13.3pp | 81.02%-25.2pp |
| Employer contribution / active EE | $2,106 | $2,116-0.5% | $3,453-39.0% | $2,440-13.7% |
| Participant deferral / active EE | $0 | $4,883-100.0% | $5,924-100.0% | $3,608-100.0% |
| Admin fee / account holder | $845 | $4,670-81.9% | $7,744-89.1% | $5,124-83.5% |