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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 | $14,339 | $102,422-86.0% | $147,117-90.3% | $80,959-82.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 17.90% | 135.16%-117.3pp | 420.54%-402.6pp | 35.67%-17.8pp |
| Employer contribution / active EE | $2,134 | $3,717-42.6% | $4,932-56.7% | $2,757-22.6% |
| Participant deferral / active EE | $2,658 | $6,652-60.0% | $8,065-67.0% | $4,300-38.2% |
| Admin fee / account holder | $654 | $7,953-91.8% | $12,993-95.0% | $6,925-90.6% |