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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 | $14,987 | $112,935-86.7% | $90,970-83.5% | $158,966-90.6% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 22.36% | 215.79%-193.4pp | 134.58%-112.2pp | 302.95%-280.6pp |
| Employer contribution / active EE | $703 | $2,895-75.7% | $2,122-66.9% | $4,762-85.2% |
| Participant deferral / active EE | $3,630 | $4,129-12.1% | $3,373+7.6% | $5,983-39.3% |
| Admin fee / account holder | $352 | $8,045-95.6% | $5,960-94.1% | $11,250-96.9% |