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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 | $52,507-73.7% | $129,406-89.3% | $74,478-81.5% |
| Participation rate | 51.3% | 53.9%-2.6pp | 69.6%-18.4pp | 67.2%-16.0pp |
| Annual return | 18.85% | 15.64%+3.2pp | 9468.18%-9449.3pp | 1370.56%-1351.7pp |
| Employer contribution / active EE | $1,479 | $1,534-3.6% | $4,155-64.4% | $2,626-43.7% |
| Participant deferral / active EE | $3,181 | $2,801+13.6% | $4,167-23.7% | $4,350-26.9% |
| Admin fee / account holder | $1,935 | $2,639-26.7% | $7,689-74.8% | $1,946-0.6% |