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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 | $13,819 | $183,592-92.5% | $155,567-91.1% | $145,959-90.5% |
| Participation rate | 53.3% | 82.7%-29.3pp | 78.2%-24.9pp | 80.3%-27.0pp |
| Annual return | 14.73% | 61.24%-46.5pp | 64.74%-50.0pp | 561.95%-547.2pp |
| Employer contribution / active EE | $2,342 | $5,315-55.9% | $4,674-49.9% | $4,661-49.8% |
| Participant deferral / active EE | $6,047 | $6,464-6.4% | $5,628+7.5% | $6,689-9.6% |
| Admin fee / account holder | $2,043 | $19,318-89.4% | $15,916-87.2% | $13,398-84.8% |