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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 | $13,899 | $102,422-86.4% | $147,117-90.6% | $80,959-82.8% |
| Participation rate | 67.5% | 75.9%-8.4pp | 82.2%-14.7pp | 67.7%-0.2pp |
| Annual return | 14.26% | 135.16%-120.9pp | 420.54%-406.3pp | 35.67%-21.4pp |
| Employer contribution / active EE | $2,011 | $3,717-45.9% | $4,932-59.2% | $2,757-27.1% |
| Participant deferral / active EE | $2,931 | $6,652-55.9% | $8,065-63.7% | $4,300-31.8% |
| Admin fee / account holder | $1,399 | $7,953-82.4% | $12,993-89.2% | $6,925-79.8% |