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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 | $15,044 | $58,828-74.4% | $78,002-80.7% | $62,881-76.1% |
| Participation rate | 53.4% | 71.1%-17.6pp | 75.5%-22.1pp | 69.3%-15.9pp |
| Annual return | 15.69% | 17.16%-1.5pp | 425.99%-410.3pp | 20.14%-4.5pp |
| Employer contribution / active EE | $1,039 | $1,672-37.9% | $2,470-58.0% | $2,281-54.5% |
| Participant deferral / active EE | $1,838 | $2,686-31.6% | $3,497-47.4% | $3,203-42.6% |
| Admin fee / account holder | $757 | $4,393-82.8% | $5,481-86.2% | $4,296-82.4% |