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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 | $13,023 | $107,941-87.9% | $91,994-85.8% | $152,909-91.5% |
| Participation rate | 52.6% | 81.2%-28.6pp | 78.6%-26.0pp | 82.5%-29.8pp |
| Annual return | 29.74% | 89.28%-59.5pp | 69.04%-39.3pp | 345.46%-315.7pp |
| Employer contribution / active EE | $1,310 | $4,212-68.9% | $3,453-62.1% | $4,764-72.5% |
| Participant deferral / active EE | $3,439 | $6,366-46.0% | $5,924-41.9% | $5,851-41.2% |
| Admin fee / account holder | $4,651 | $10,521-55.8% | $7,744-39.9% | $11,601-59.9% |