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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 | $17,117 | $98,240-82.6% | $82,313-79.2% | $147,585-88.4% |
| Participation rate | 53.3% | 79.7%-26.4pp | 76.9%-23.6pp | 82.8%-29.5pp |
| Annual return | 22.05% | 30.85%-8.8pp | 25.88%-3.8pp | 578.58%-556.5pp |
| Employer contribution / active EE | $1,584 | $3,192-50.4% | $2,428-34.8% | $4,876-67.5% |
| Participant deferral / active EE | $2,910 | $4,383-33.6% | $3,706-21.5% | $5,439-46.5% |
| Admin fee / account holder | $358 | $8,563-95.8% | $5,608-93.6% | $10,886-96.7% |