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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 | $52,507-70.1% | $129,406-87.9% | $74,478-78.9% |
| Participation rate | 52.1% | 53.9%-1.8pp | 69.6%-17.5pp | 67.2%-15.1pp |
| Annual return | 12.85% | 15.64%-2.8pp | 9468.18%-9455.3pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $1,185 | $1,534-22.8% | $4,155-71.5% | $2,626-54.9% |
| Participant deferral / active EE | $2,252 | $2,801-19.6% | $4,167-46.0% | $4,350-48.2% |
| Admin fee / account holder | $3,304 | $2,639+25.2% | $7,689-57.0% | $1,946+69.8% |