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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 | $14,205 | $78,707-82.0% | $117,861-87.9% | $70,126-79.7% |
| Participation rate | 38.5% | 73.2%-34.7pp | 79.7%-41.2pp | 69.5%-31.1pp |
| Annual return | 24.59% | 23.30%+1.3pp | 335.11%-310.5pp | 73.15%-48.6pp |
| Employer contribution / active EE | $1,163 | $2,223-47.7% | $3,786-69.3% | $2,343-50.4% |
| Participant deferral / active EE | $3,219 | $3,297-2.4% | $4,482-28.2% | $3,332-3.4% |
| Admin fee / account holder | $2,805 | $5,066-44.6% | $8,021-65.0% | $4,645-39.6% |