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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 | $11,352 | $115,814-90.2% | $101,275-88.8% | $158,982-92.9% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 14.66% | 56.16%-41.5pp | 46.48%-31.8pp | 302.99%-288.3pp |
| Employer contribution / active EE | $1,802 | $4,176-56.8% | $3,660-50.8% | $4,763-62.2% |
| Participant deferral / active EE | $2,150 | $4,958-56.6% | $4,371-50.8% | $5,983-64.1% |
| Admin fee / account holder | $3,387 | $7,249-53.3% | $5,948-43.1% | $11,252-69.9% |