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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 | $14,508 | $103,387-86.0% | $87,102-83.3% | $152,885-90.5% |
| Participation rate | 54.5% | 79.4%-24.8pp | 76.9%-22.3pp | 82.5%-27.9pp |
| Annual return | 24.38% | 28.10%-3.7pp | 28.19%-3.8pp | 345.39%-321.0pp |
| Employer contribution / active EE | $1,145 | $3,221-64.5% | $2,521-54.6% | $4,763-76.0% |
| Participant deferral / active EE | $1,539 | $4,778-67.8% | $4,048-62.0% | $5,851-73.7% |
| Admin fee / account holder | $943 | $12,193-92.3% | $7,491-87.4% | $11,598-91.9% |