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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 | $16,758 | $142,430-88.2% | $115,170-85.4% | $152,897-89.0% |
| Participation rate | 44.4% | 82.4%-37.9pp | 75.9%-31.5pp | 82.5%-38.0pp |
| Annual return | 24.61% | 41.48%-16.9pp | 35.60%-11.0pp | 345.43%-320.8pp |
| Employer contribution / active EE | $1,151 | $4,011-71.3% | $3,179-63.8% | $4,764-75.8% |
| Participant deferral / active EE | $1,732 | $5,165-66.5% | $4,169-58.5% | $5,851-70.4% |
| Admin fee / account holder | $915 | $8,464-89.2% | $7,089-87.1% | $11,599-92.1% |