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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 | $16,245 | $99,652-83.7% | $78,778-79.4% | $147,586-89.0% |
| Participation rate | 23.5% | 76.2%-52.7pp | 69.2%-45.7pp | 82.8%-59.3pp |
| Annual return | 25.58% | 47.28%-21.7pp | 35.62%-10.0pp | 578.59%-553.0pp |
| Employer contribution / active EE | $702 | $2,796-74.9% | $1,986-64.7% | $4,876-85.6% |
| Participant deferral / active EE | $1,098 | $3,664-70.0% | $2,958-62.9% | $5,439-79.8% |
| Admin fee / account holder | $1,046 | $7,155-85.4% | $5,134-79.6% | $10,886-90.4% |