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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 | $18,171 | $162,821-88.8% | $133,978-86.4% | $158,982-88.6% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 23.55% | 41.95%-18.4pp | 45.10%-21.5pp | 302.99%-279.4pp |
| Employer contribution / active EE | $1,827 | $4,976-63.3% | $3,919-53.4% | $4,763-61.6% |
| Participant deferral / active EE | $3,447 | $5,910-41.7% | $5,047-31.7% | $5,983-42.4% |
| Admin fee / account holder | $1,705 | $11,742-85.5% | $8,930-80.9% | $11,252-84.8% |