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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 | $13,564 | $99,652-86.4% | $78,778-82.8% | $147,586-90.8% |
| Participation rate | 57.1% | 76.2%-19.1pp | 69.2%-12.0pp | 82.8%-25.7pp |
| Annual return | 47.96% | 47.28%+0.7pp | 35.62%+12.3pp | 578.59%-530.6pp |
| Employer contribution / active EE | $903 | $2,796-67.7% | $1,986-54.5% | $4,876-81.5% |
| Participant deferral / active EE | $1,960 | $3,664-46.5% | $2,958-33.8% | $5,439-64.0% |
| Admin fee / account holder | $500 | $7,155-93.0% | $5,134-90.3% | $10,886-95.4% |