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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 | $14,875 | $116,203-87.2% | $93,621-84.1% | $152,909-90.3% |
| Participation rate | 69.6% | 78.1%-8.5pp | 75.8%-6.3pp | 82.5%-12.9pp |
| Annual return | 27.74% | 35.96%-8.2pp | 32.76%-5.0pp | 345.46%-317.7pp |
| Employer contribution / active EE | $1,077 | $3,219-66.5% | $2,719-60.4% | $4,764-77.4% |
| Participant deferral / active EE | $3,101 | $4,605-32.7% | $4,070-23.8% | $5,851-47.0% |
| Admin fee / account holder | $423 | $10,751-96.1% | $7,890-94.6% | $11,601-96.4% |