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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 | $13,991 | $115,810-87.9% | $101,271-86.2% | $158,966-91.2% |
| Participation rate | 55.6% | 79.4%-23.8pp | 75.8%-20.3pp | 82.0%-26.4pp |
| Annual return | 16.44% | 56.15%-39.7pp | 46.48%-30.0pp | 302.95%-286.5pp |
| Employer contribution / active EE | $822 | $4,175-80.3% | $3,660-77.5% | $4,762-82.7% |
| Participant deferral / active EE | $1,938 | $4,958-60.9% | $4,371-55.7% | $5,983-67.6% |
| Admin fee / account holder | $1,440 | $7,248-80.1% | $5,948-75.8% | $11,250-87.2% |