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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 | $16,835 | $157,829-89.3% | $136,867-87.7% | $198,609-91.5% |
| Participation rate | 57.1% | 77.2%-20.0pp | 74.5%-17.4pp | 82.4%-25.2pp |
| Annual return | 13.02% | 51.25%-38.2pp | 42.97%-30.0pp | 202.70%-189.7pp |
| Employer contribution / active EE | $1,308 | $3,923-66.7% | $3,547-63.1% | $5,055-74.1% |
| Participant deferral / active EE | $1,833 | $5,463-66.5% | $4,924-62.8% | $6,977-73.7% |
| Admin fee / account holder | $9,076 | $11,107-18.3% | $10,340-12.2% | $19,030-52.3% |