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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 | $16,264 | $98,240-83.4% | $82,312-80.2% | $147,586-89.0% |
| Participation rate | 62.5% | 79.7%-17.2pp | 76.9%-14.4pp | 82.8%-20.3pp |
| Annual return | 22.99% | 30.85%-7.9pp | 25.88%-2.9pp | 578.59%-555.6pp |
| Employer contribution / active EE | $1,563 | $3,192-51.0% | $2,428-35.7% | $4,876-68.0% |
| Participant deferral / active EE | $3,605 | $4,383-17.8% | $3,706-2.7% | $5,439-33.7% |
| Admin fee / account holder | $1,370 | $8,563-84.0% | $5,608-75.6% | $10,886-87.4% |