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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 | $15,715 | $52,450-70.0% | $129,295-87.8% | $74,546-78.9% |
| Participation rate | 52.1% | 53.8%-1.7pp | 69.6%-17.5pp | 67.2%-15.1pp |
| Annual return | 12.85% | 15.65%-2.8pp | 9429.28%-9416.4pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $1,185 | $1,532-22.7% | $4,157-71.5% | $2,624-54.8% |
| Participant deferral / active EE | $2,252 | $2,797-19.5% | $4,169-46.0% | $4,347-48.2% |
| Admin fee / account holder | $3,304 | $2,636+25.4% | $7,665-56.9% | $1,944+70.0% |