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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 | $14,646 | $148,629-90.1% | $135,982-89.2% | $139,487-89.5% |
| Participation rate | 63.2% | 83.9%-20.7pp | 81.9%-18.8pp | 80.3%-17.2pp |
| Annual return | 24.25% | 79.33%-55.1pp | 68.32%-44.1pp | 373.84%-349.6pp |
| Employer contribution / active EE | $1,705 | $5,247-67.5% | $4,859-64.9% | $4,755-64.1% |
| Participant deferral / active EE | $2,523 | $8,102-68.9% | $7,760-67.5% | $6,713-62.4% |
| Admin fee / account holder | $2,310 | $12,406-81.4% | $10,767-78.5% | $11,407-79.8% |