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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 | $15,858 | $46,722-66.1% | $130,660-87.9% | $65,185-75.7% |
| Participation rate | 68.3% | 60.9%+7.3pp | 71.7%-3.5pp | 70.2%-1.9pp |
| Annual return | 19.74% | 24.17%-4.4pp | 1709.29%-1689.6pp | 29.38%-9.6pp |
| Employer contribution / active EE | $756 | $1,488-49.2% | $4,092-81.5% | $2,177-65.3% |
| Participant deferral / active EE | $1,180 | $2,545-53.7% | $3,603-67.3% | $3,514-66.4% |
| Admin fee / account holder | $711 | $453+57.0% | $5,463-87.0% | $847-16.1% |