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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 | $14,131 | $99,079-85.7% | $78,002-81.9% | $273,972-94.8% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.5%-15.5pp | 83.0%-23.0pp |
| Annual return | 6.42% | 217.93%-211.5pp | 425.99%-419.6pp | 41.46%-35.0pp |
| Employer contribution / active EE | $980 | $3,308-70.4% | $2,470-60.3% | $4,869-79.9% |
| Participant deferral / active EE | $1,497 | $4,306-65.2% | $3,497-57.2% | $5,287-71.7% |
| Admin fee / account holder | $495 | $8,954-94.5% | $5,481-91.0% | $10,133-95.1% |