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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 | $14,342 | $183,627-92.2% | $155,602-90.8% | $145,978-90.2% |
| Participation rate | 54.5% | 82.7%-28.1pp | 78.2%-23.7pp | 80.3%-25.7pp |
| Annual return | 15.50% | 61.32%-45.8pp | 64.81%-49.3pp | 550.52%-535.0pp |
| Employer contribution / active EE | $1,373 | $5,316-74.2% | $4,675-70.6% | $4,662-70.5% |
| Participant deferral / active EE | $2,796 | $6,466-56.8% | $5,629-50.3% | $6,690-58.2% |
| Admin fee / account holder | $1,996 | $19,327-89.7% | $15,923-87.5% | $13,400-85.1% |