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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 | $15,944 | $232,540-93.1% | $185,117-91.4% | $147,586-89.2% |
| Participation rate | 57.1% | 82.4%-25.2pp | 77.3%-20.1pp | 82.8%-25.7pp |
| Annual return | 18.99% | 43.03%-24.0pp | 40.50%-21.5pp | 578.59%-559.6pp |
| Employer contribution / active EE | $1,006 | $5,195-80.6% | $4,182-75.9% | $4,876-79.4% |
| Participant deferral / active EE | $2,509 | $5,834-57.0% | $5,045-50.3% | $5,439-53.9% |
| Admin fee / account holder | $6,612 | $10,275-35.7% | $8,159-19.0% | $10,886-39.3% |