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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 | $13,826 | $129,737-89.3% | $119,126-88.4% | $154,746-91.1% |
| Participation rate | 55.0% | 78.9%-23.9pp | 75.8%-20.8pp | 80.7%-25.7pp |
| Annual return | 21.33% | 379.08%-357.8pp | 282.11%-260.8pp | 172.34%-151.0pp |
| Employer contribution / active EE | $1,052 | $4,375-76.0% | $4,034-73.9% | $4,379-76.0% |
| Participant deferral / active EE | $2,359 | $5,842-59.6% | $5,318-55.6% | $6,730-64.9% |
| Admin fee / account holder | $1,227 | $11,961-89.7% | $10,693-88.5% | $14,365-91.5% |