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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 | $16,451 | $117,829-86.0% | $102,423-83.9% | $145,877-88.7% |
| Participation rate | 63.2% | 78.6%-15.5pp | 76.5%-13.3pp | 80.3%-17.1pp |
| Annual return | 29.17% | 31.83%-2.7pp | 29.42%-0.3pp | 551.28%-522.1pp |
| Employer contribution / active EE | $1,065 | $3,615-70.5% | $3,023-64.8% | $4,663-77.2% |
| Participant deferral / active EE | $2,160 | $5,732-62.3% | $5,054-57.3% | $6,691-67.7% |
| Admin fee / account holder | $700 | $13,335-94.7% | $9,455-92.6% | $13,402-94.8% |