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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 | $19,737 | $62,166-68.3% | $81,286-75.7% | $74,429-73.5% |
| Participation rate | 45.7% | 64.1%-18.4pp | 69.5%-23.9pp | 67.2%-21.6pp |
| Annual return | 35.18% | 16.50%+18.7pp | 24.80%+10.4pp | 1368.38%-1333.2pp |
| Employer contribution / active EE | $858 | $1,881-54.4% | $2,463-65.2% | $2,625-67.3% |
| Participant deferral / active EE | $1,449 | $3,223-55.1% | $3,883-62.7% | $4,348-66.7% |
| Admin fee / account holder | $1,591 | $1,925-17.4% | $5,764-72.4% | $1,944-18.2% |