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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 | $15,245 | $166,242-90.8% | $165,071-90.8% | $145,884-89.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 13.42% | 100.44%-87.0pp | 70.17%-56.8pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,531 | $5,283-71.0% | $4,347-64.8% | $4,662-67.2% |
| Participant deferral / active EE | $2,172 | $6,964-68.8% | $6,035-64.0% | $6,690-67.5% |
| Admin fee / account holder | $978 | $16,658-94.1% | $12,695-92.3% | $13,392-92.7% |