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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 | $13,543 | $183,592-92.6% | $155,567-91.3% | $145,959-90.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 22.72% | 61.24%-38.5pp | 64.74%-42.0pp | 561.95%-539.2pp |
| Employer contribution / active EE | $3,514 | $5,315-33.9% | $4,674-24.8% | $4,661-24.6% |
| Participant deferral / active EE | $8,251 | $6,464+27.6% | $5,628+46.6% | $6,689+23.4% |
| Admin fee / account holder | $448 | $19,318-97.7% | $15,916-97.2% | $13,398-96.7% |