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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 | $14,734 | $183,516-92.0% | $155,534-90.5% | $145,884-89.9% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 17.25% | 61.43%-44.2pp | 64.92%-47.7pp | 551.85%-534.6pp |
| Employer contribution / active EE | $1,298 | $5,315-75.6% | $4,675-72.2% | $4,662-72.2% |
| Participant deferral / active EE | $2,245 | $6,467-65.3% | $5,630-60.1% | $6,690-66.4% |
| Admin fee / account holder | $750 | $19,293-96.1% | $15,900-95.3% | $13,392-94.4% |