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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 | $13,612 | $117,895-88.5% | $102,460-86.7% | $145,897-90.7% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 14.52% | 31.92%-17.4pp | 29.47%-15.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $2,374 | $3,619-34.4% | $3,025-21.5% | $4,663-49.1% |
| Participant deferral / active EE | $4,340 | $5,736-24.3% | $5,056-14.2% | $6,689-35.1% |
| Admin fee / account holder | $882 | $13,353-93.4% | $9,460-90.7% | $13,390-93.4% |