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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 | $16,386 | $59,448-72.4% | $93,696-82.5% | $74,459-78.0% |
| Participation rate | 48.8% | 59.6%-10.9pp | 68.7%-20.0pp | 67.2%-18.5pp |
| Annual return | 21.10% | 82.11%-61.0pp | 133.74%-112.6pp | 1369.70%-1348.6pp |
| Employer contribution / active EE | $1,351 | $1,266+6.7% | $2,422-44.2% | $2,626-48.5% |
| Participant deferral / active EE | $2,359 | $3,052-22.7% | $4,417-46.6% | $4,350-45.8% |
| Admin fee / account holder | $1,079 | $3,027-64.4% | $8,287-87.0% | $1,945-44.5% |