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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 | $13,879 | $124,314-88.8% | $109,163-87.3% | $167,518-91.7% |
| Participation rate | 68.8% | 79.4%-10.7pp | 75.9%-7.1pp | 82.1%-13.4pp |
| Annual return | 39.04% | 26.04%+13.0pp | 25.75%+13.3pp | 478.71%-439.7pp |
| Employer contribution / active EE | $3,058 | $4,209-27.3% | $3,723-17.8% | $4,838-36.8% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $673 | $7,973-91.6% | $6,754-90.0% | $12,312-94.5% |