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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 | $14,182 | $117,895-88.0% | $102,460-86.2% | $145,897-90.3% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 13.58% | 31.92%-18.3pp | 29.47%-15.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $1,090 | $3,619-69.9% | $3,025-64.0% | $4,663-76.6% |
| Participant deferral / active EE | $2,541 | $5,736-55.7% | $5,056-49.7% | $6,689-62.0% |
| Admin fee / account holder | $1,252 | $13,353-90.6% | $9,460-86.8% | $13,390-90.6% |