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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 | $14,698 | $63,346-76.8% | $92,239-84.1% | $70,124-79.0% |
| Participation rate | 65.4% | 68.7%-3.3pp | 76.5%-11.1pp | 69.5%-4.2pp |
| Annual return | 22.52% | 530.19%-507.7pp | 176.29%-153.8pp | 73.14%-50.6pp |
| Employer contribution / active EE | $1,350 | $2,471-45.4% | $3,680-63.3% | $2,342-42.4% |
| Participant deferral / active EE | $2,299 | $2,854-19.4% | $3,897-41.0% | $3,332-31.0% |
| Admin fee / account holder | $321 | $3,841-91.6% | $5,194-93.8% | $4,645-93.1% |