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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 | $15,572 | $89,259-82.6% | $107,187-85.5% | $82,637-81.2% |
| Participation rate | 56.4% | 67.9%-11.5pp | 75.0%-18.6pp | 68.1%-11.6pp |
| Annual return | 19.69% | 21.02%-1.3pp | 204.55%-184.9pp | 53.51%-33.8pp |
| Employer contribution / active EE | $1,209 | $3,080-60.8% | $3,782-68.0% | $2,552-52.6% |
| Participant deferral / active EE | $2,847 | $4,037-29.5% | $5,096-44.1% | $4,126-31.0% |
| Admin fee / account holder | $841 | $7,381-88.6% | $9,162-90.8% | $7,339-88.5% |