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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 | $15,900 | $85,766-81.5% | $136,298-88.3% | $70,126-77.3% |
| Participation rate | 69.2% | 74.2%-4.9pp | 81.9%-12.7pp | 69.5%-0.3pp |
| Annual return | 29.77% | 31.46%-1.7pp | 5156.27%-5126.5pp | 73.15%-43.4pp |
| Employer contribution / active EE | $1,897 | $2,966-36.1% | $4,696-59.6% | $2,343-19.0% |
| Participant deferral / active EE | $5,279 | $5,051+4.5% | $6,247-15.5% | $3,332+58.4% |
| Admin fee / account holder | $626 | $5,421-88.5% | $9,244-93.2% | $4,645-86.5% |