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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 | $14,343 | $98,240-85.4% | $82,312-82.6% | $147,586-90.3% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 15.20% | 30.85%-15.7pp | 25.88%-10.7pp | 578.59%-563.4pp |
| Employer contribution / active EE | $1,125 | $3,192-64.7% | $2,428-53.7% | $4,876-76.9% |
| Participant deferral / active EE | $2,294 | $4,383-47.7% | $3,706-38.1% | $5,439-57.8% |
| Admin fee / account holder | $463 | $8,563-94.6% | $5,608-91.7% | $10,886-95.7% |