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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 | $14,892 | $52,519-71.6% | $155,789-90.4% | $59,633-75.0% |
| Participation rate | 40.7% | 61.7%-21.0pp | 76.1%-35.4pp | 68.7%-28.0pp |
| Annual return | 15.76% | 53.51%-37.8pp | 71.54%-55.8pp | 2041.45%-2025.7pp |
| Employer contribution / active EE | $598 | $1,589-62.4% | $3,839-84.4% | $2,203-72.9% |
| Participant deferral / active EE | $1,273 | $3,084-58.7% | $4,798-73.5% | $3,192-60.1% |
| Admin fee / account holder | $3,016 | $3,540-14.8% | $7,477-59.7% | $4,297-29.8% |