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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 | $13,649 | $129,737-89.5% | $119,126-88.5% | $154,746-91.2% |
| Participation rate | 47.4% | 78.9%-31.5pp | 75.8%-28.4pp | 80.7%-33.3pp |
| Annual return | 26.30% | 379.08%-352.8pp | 282.11%-255.8pp | 172.34%-146.0pp |
| Employer contribution / active EE | $1,159 | $4,375-73.5% | $4,034-71.3% | $4,379-73.5% |
| Participant deferral / active EE | $3,426 | $5,842-41.3% | $5,318-35.6% | $6,730-49.1% |
| Admin fee / account holder | $490 | $11,961-95.9% | $10,693-95.4% | $14,365-96.6% |