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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 | $14,130 | $165,939-91.5% | $122,354-88.5% | $147,586-90.4% |
| Participation rate | 54.2% | 79.6%-25.4pp | 71.6%-17.5pp | 82.8%-28.7pp |
| Annual return | 11.76% | 34.56%-22.8pp | 30.28%-18.5pp | 578.59%-566.8pp |
| Employer contribution / active EE | $444 | $5,754-92.3% | $4,051-89.0% | $4,876-90.9% |
| Participant deferral / active EE | $983 | $4,005-75.5% | $3,287-70.1% | $5,439-81.9% |
| Admin fee / account holder | $1,844 | $7,425-75.2% | $5,479-66.3% | $10,886-83.1% |