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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 | $13,807 | $113,941-87.9% | $94,229-85.3% | $125,389-89.0% |
| Participation rate | 69.2% | 82.9%-13.7pp | 78.8%-9.5pp | 83.2%-14.0pp |
| Annual return | 64.38% | 5.29%+59.1pp | 10.68%+53.7pp | 282.24%-217.9pp |
| Employer contribution / active EE | $1,712 | $4,727-63.8% | $3,587-52.3% | $4,866-64.8% |
| Participant deferral / active EE | $1,775 | $5,179-65.7% | $4,320-58.9% | $5,352-66.8% |
| Admin fee / account holder | $465 | $8,392-94.5% | $6,269-92.6% | $9,541-95.1% |