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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 | $15,473 | $70,418-78.0% | $96,570-84.0% | $85,847-82.0% |
| Participation rate | 69.4% | 61.8%+7.6pp | 69.8%-0.4pp | 69.3%+0.1pp |
| Annual return | 15.58% | 18.59%-3.0pp | 37.79%-22.2pp | 318.61%-303.0pp |
| Employer contribution / active EE | $384 | $1,413-72.8% | $2,357-83.7% | $2,565-85.0% |
| Participant deferral / active EE | $4,983 | $2,894+72.2% | $3,849+29.5% | $3,952+26.1% |
| Admin fee / account holder | $350 | $4,995-93.0% | $6,182-94.3% | $6,261-94.4% |