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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 | $15,910 | $117,829-86.5% | $102,423-84.5% | $145,877-89.1% |
| Participation rate | 47.1% | 78.6%-31.6pp | 76.5%-29.4pp | 80.3%-33.2pp |
| Annual return | 10.17% | 31.83%-21.7pp | 29.42%-19.3pp | 551.28%-541.1pp |
| Employer contribution / active EE | $1,377 | $3,615-61.9% | $3,023-54.5% | $4,663-70.5% |
| Participant deferral / active EE | $2,151 | $5,732-62.5% | $5,054-57.4% | $6,691-67.9% |
| Admin fee / account holder | $2,785 | $13,335-79.1% | $9,455-70.5% | $13,402-79.2% |