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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 | $12,056 | $95,406-87.4% | $185,849-93.5% | $85,847-86.0% |
| Participation rate | 55.9% | 68.8%-12.9pp | 81.7%-25.8pp | 69.3%-13.4pp |
| Annual return | 23.06% | 23.59%-0.5pp | 122.10%-99.0pp | 318.61%-295.5pp |
| Employer contribution / active EE | $1,163 | $3,314-64.9% | $5,169-77.5% | $2,565-54.7% |
| Participant deferral / active EE | $2,484 | $3,424-27.4% | $5,569-55.4% | $3,952-37.1% |
| Admin fee / account holder | $423 | $7,214-94.1% | $16,244-97.4% | $6,261-93.2% |