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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 | $14,032 | $162,821-91.4% | $133,978-89.5% | $158,982-91.2% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 6.66% | 41.95%-35.3pp | 45.10%-38.4pp | 302.99%-296.3pp |
| Employer contribution / active EE | $1,857 | $4,976-62.7% | $3,919-52.6% | $4,763-61.0% |
| Participant deferral / active EE | $1,857 | $5,910-68.6% | $5,047-63.2% | $5,983-69.0% |
| Admin fee / account holder | $14,675 | $11,742+25.0% | $8,930+64.3% | $11,252+30.4% |