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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 | $16,084 | $98,240-83.6% | $82,312-80.5% | $147,586-89.1% |
| Participation rate | 25.0% | 79.7%-54.7pp | 76.9%-51.9pp | 82.8%-57.8pp |
| Annual return | 16.76% | 30.85%-14.1pp | 25.88%-9.1pp | 578.59%-561.8pp |
| Employer contribution / active EE | $1,177 | $3,192-63.1% | $2,428-51.5% | $4,876-75.9% |
| Participant deferral / active EE | $1,606 | $4,383-63.4% | $3,706-56.7% | $5,439-70.5% |
| Admin fee / account holder | $7,213 | $8,563-15.8% | $5,608+28.6% | $10,886-33.7% |