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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 | $13,181 | $76,551-82.8% | $123,894-89.4% | $62,881-79.0% |
| Participation rate | 34.0% | 73.0%-38.9pp | 81.4%-47.4pp | 69.3%-35.3pp |
| Annual return | 47.39% | 18.68%+28.7pp | 47.52%-0.1pp | 20.14%+27.3pp |
| Employer contribution / active EE | $1,114 | $2,882-61.4% | $4,617-75.9% | $2,281-51.2% |
| Participant deferral / active EE | $2,333 | $4,840-51.8% | $5,984-61.0% | $3,203-27.2% |
| Admin fee / account holder | $880 | $4,826-81.8% | $8,357-89.5% | $4,296-79.5% |