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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 | $13,888 | $181,062-92.3% | $158,223-91.2% | $155,188-91.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 12.80% | 57.39%-44.6pp | 52.09%-39.3pp | 148.84%-136.0pp |
| Employer contribution / active EE | $2,233 | $4,565-51.1% | $4,109-45.7% | $4,248-47.4% |
| Participant deferral / active EE | $2,896 | $6,134-52.8% | $5,467-47.0% | $6,531-55.7% |
| Admin fee / account holder | $4,537 | $18,825-75.9% | $16,047-71.7% | $14,480-68.7% |