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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 | $14,762 | $102,422-85.6% | $147,117-90.0% | $80,959-81.8% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 15.42% | 135.16%-119.7pp | 420.54%-405.1pp | 35.67%-20.3pp |
| Employer contribution / active EE | $3,452 | $3,717-7.1% | $4,932-30.0% | $2,757+25.2% |
| Participant deferral / active EE | $4,696 | $6,652-29.4% | $8,065-41.8% | $4,300+9.2% |
| Admin fee / account holder | $865 | $7,953-89.1% | $12,993-93.3% | $6,925-87.5% |