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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 | $16,484 | $93,345-82.3% | $119,126-86.2% | $87,485-81.2% |
| Participation rate | 58.8% | 68.7%-9.9pp | 75.8%-16.9pp | 68.9%-10.1pp |
| Annual return | 16.83% | 19.08%-2.3pp | 282.11%-265.3pp | 26.06%-9.2pp |
| Employer contribution / active EE | $1,622 | $3,172-48.9% | $4,034-59.8% | $2,596-37.5% |
| Participant deferral / active EE | $2,446 | $4,099-40.3% | $5,318-54.0% | $4,274-42.8% |
| Admin fee / account holder | $911 | $8,039-88.7% | $10,693-91.5% | $7,775-88.3% |