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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 | $16,858 | $112,915-85.1% | $90,965-81.5% | $158,950-89.4% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 16.25% | 215.75%-199.5pp | 134.57%-118.3pp | 302.91%-286.7pp |
| Employer contribution / active EE | $1,400 | $2,894-51.6% | $2,122-34.0% | $4,762-70.6% |
| Participant deferral / active EE | $2,249 | $4,128-45.5% | $3,373-33.3% | $5,983-62.4% |
| Admin fee / account holder | $1,504 | $8,044-81.3% | $5,960-74.8% | $11,248-86.6% |