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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 | $13,700 | $157,829-91.3% | $136,867-90.0% | $198,609-93.1% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 10.54% | 51.25%-40.7pp | 42.97%-32.4pp | 202.70%-192.2pp |
| Employer contribution / active EE | $2,465 | $3,923-37.2% | $3,547-30.5% | $5,055-51.2% |
| Participant deferral / active EE | $3,394 | $5,463-37.9% | $4,924-31.1% | $6,977-51.4% |
| Admin fee / account holder | $15,978 | $11,107+43.8% | $10,340+54.5% | $19,030-16.0% |