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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 | $14,476 | $89,259-83.8% | $107,187-86.5% | $82,637-82.5% |
| Participation rate | 59.4% | 67.9%-8.6pp | 75.0%-15.6pp | 68.1%-8.7pp |
| Annual return | 20.45% | 21.02%-0.6pp | 204.55%-184.1pp | 53.51%-33.1pp |
| Employer contribution / active EE | $1,312 | $3,080-57.4% | $3,782-65.3% | $2,552-48.6% |
| Participant deferral / active EE | $3,035 | $4,037-24.8% | $5,096-40.5% | $4,126-26.5% |
| Admin fee / account holder | $1,375 | $7,381-81.4% | $9,162-85.0% | $7,339-81.3% |