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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 | $14,296 | $211,288-93.2% | $178,540-92.0% | $145,884-90.2% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 8.36% | 30.27%-21.9pp | 27.15%-18.8pp | 551.85%-543.5pp |
| Employer contribution / active EE | $2,015 | $4,574-55.9% | $3,953-49.0% | $4,662-56.8% |
| Participant deferral / active EE | $2,921 | $6,967-58.1% | $6,281-53.5% | $6,690-56.3% |
| Admin fee / account holder | $12,046 | $12,105-0.5% | $10,424+15.6% | $13,392-10.1% |