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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 | $15,858 | $162,821-90.3% | $133,978-88.2% | $158,982-90.0% |
| Participation rate | 54.5% | 83.2%-28.7pp | 79.8%-25.3pp | 82.0%-27.4pp |
| Annual return | 21.64% | 41.95%-20.3pp | 45.10%-23.5pp | 302.99%-281.4pp |
| Employer contribution / active EE | $1,593 | $4,976-68.0% | $3,919-59.4% | $4,763-66.6% |
| Participant deferral / active EE | $2,600 | $5,910-56.0% | $5,047-48.5% | $5,983-56.5% |
| Admin fee / account holder | $832 | $11,742-92.9% | $8,930-90.7% | $11,252-92.6% |