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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 | $16,803 | $149,741-88.8% | $118,914-85.9% | $158,982-89.4% |
| Participation rate | 69.2% | 82.1%-12.9pp | 75.4%-6.2pp | 82.0%-12.7pp |
| Annual return | 23.45% | 19.94%+3.5pp | 35.89%-12.4pp | 302.99%-279.5pp |
| Employer contribution / active EE | $1,051 | $4,119-74.5% | $3,264-67.8% | $4,763-77.9% |
| Participant deferral / active EE | $3,090 | $5,226-40.9% | $4,266-27.6% | $5,983-48.4% |
| Admin fee / account holder | $823 | $8,607-90.4% | $6,582-87.5% | $11,252-92.7% |