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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 | $13,806 | $52,450-73.7% | $129,295-89.3% | $74,546-81.5% |
| Participation rate | 51.3% | 53.8%-2.6pp | 69.6%-18.4pp | 67.2%-15.9pp |
| Annual return | 18.85% | 15.65%+3.2pp | 9429.28%-9410.4pp | 1366.03%-1347.2pp |
| Employer contribution / active EE | $1,479 | $1,532-3.5% | $4,157-64.4% | $2,624-43.6% |
| Participant deferral / active EE | $3,181 | $2,797+13.7% | $4,169-23.7% | $4,347-26.8% |
| Admin fee / account holder | $1,935 | $2,636-26.6% | $7,665-74.8% | $1,944-0.5% |