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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 | $21,198 | $62,409-66.0% | $120,574-82.4% | $74,459-71.5% |
| Participation rate | 63.7% | 56.8%+6.9pp | 71.9%-8.2pp | 67.2%-3.5pp |
| Annual return | 14.39% | 18.62%-4.2pp | 107.42%-93.0pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $1,242 | $1,847-32.7% | $3,471-64.2% | $2,626-52.7% |
| Participant deferral / active EE | $1,611 | $2,888-44.2% | $4,996-67.8% | $4,350-63.0% |
| Admin fee / account holder | $741 | $2,394-69.0% | $9,445-92.2% | $1,945-61.9% |