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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 | $19,402 | $99,652-80.5% | $78,778-75.4% | $147,586-86.9% |
| Participation rate | 42.9% | 76.2%-33.4pp | 69.2%-26.3pp | 82.8%-40.0pp |
| Annual return | 14.54% | 47.28%-32.7pp | 35.62%-21.1pp | 578.59%-564.1pp |
| Employer contribution / active EE | $865 | $2,796-69.0% | $1,986-56.4% | $4,876-82.3% |
| Participant deferral / active EE | $1,820 | $3,664-50.3% | $2,958-38.5% | $5,439-66.5% |
| Admin fee / account holder | $2,346 | $7,155-67.2% | $5,134-54.3% | $10,886-78.5% |