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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 | $15,484 | $48,570-68.1% | $130,660-88.1% | $72,976-78.8% |
| Participation rate | 50.0% | 58.6%-8.6pp | 71.7%-21.7pp | 69.5%-19.5pp |
| Annual return | 21.34% | 38.63%-17.3pp | 1709.29%-1688.0pp | 81.02%-59.7pp |
| Employer contribution / active EE | $1,042 | $1,334-21.9% | $4,092-74.5% | $2,440-57.3% |
| Participant deferral / active EE | $1,657 | $2,384-30.5% | $3,603-54.0% | $3,608-54.1% |
| Admin fee / account holder | $2,525 | $3,549-28.8% | $5,463-53.8% | $5,124-50.7% |