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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 | $11,568 | $78,707-85.3% | $117,861-90.2% | $70,126-83.5% |
| Participation rate | 53.6% | 73.2%-19.6pp | 79.7%-26.1pp | 69.5%-16.0pp |
| Annual return | 15.65% | 23.30%-7.6pp | 335.11%-319.5pp | 73.15%-57.5pp |
| Employer contribution / active EE | $1,329 | $2,223-40.2% | $3,786-64.9% | $2,343-43.3% |
| Participant deferral / active EE | $1,660 | $3,297-49.6% | $4,482-63.0% | $3,332-50.2% |
| Admin fee / account holder | $2,071 | $5,066-59.1% | $8,021-74.2% | $4,645-55.4% |