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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 | $13,715 | $99,652-86.2% | $78,778-82.6% | $147,586-90.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 18.50% | 47.28%-28.8pp | 35.62%-17.1pp | 578.59%-560.1pp |
| Employer contribution / active EE | $1,459 | $2,796-47.8% | $1,986-26.5% | $4,876-70.1% |
| Participant deferral / active EE | $1,860 | $3,664-49.2% | $2,958-37.1% | $5,439-65.8% |
| Admin fee / account holder | $1,369 | $7,155-80.9% | $5,134-73.3% | $10,886-87.4% |