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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 | $15,156 | $106,918-85.8% | $84,021-82.0% | $152,897-90.1% |
| Participation rate | 44.4% | 75.2%-30.8pp | 69.0%-24.6pp | 82.5%-38.0pp |
| Annual return | 23.51% | 105.01%-81.5pp | 71.32%-47.8pp | 345.43%-321.9pp |
| Employer contribution / active EE | $1,149 | $2,735-58.0% | $1,984-42.1% | $4,764-75.9% |
| Participant deferral / active EE | $1,537 | $4,012-61.7% | $3,239-52.5% | $5,851-73.7% |
| Admin fee / account holder | $1,399 | $8,288-83.1% | $6,102-77.1% | $11,599-87.9% |