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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 | $14,043 | $115,796-87.9% | $101,264-86.1% | $158,950-91.2% |
| Participation rate | 55.0% | 79.4%-24.4pp | 75.8%-20.8pp | 82.0%-27.0pp |
| Annual return | 15.80% | 56.15%-40.3pp | 46.48%-30.7pp | 302.91%-287.1pp |
| Employer contribution / active EE | $1,521 | $4,175-63.6% | $3,660-58.4% | $4,762-68.1% |
| Participant deferral / active EE | $2,206 | $4,958-55.5% | $4,370-49.5% | $5,983-63.1% |
| Admin fee / account holder | $2,495 | $7,247-65.6% | $5,947-58.0% | $11,248-77.8% |