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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 | $17,636 | $85,766-79.4% | $136,298-87.1% | $70,126-74.9% |
| Participation rate | 69.2% | 74.2%-4.9pp | 81.9%-12.7pp | 69.5%-0.3pp |
| Annual return | 18.13% | 31.46%-13.3pp | 5156.27%-5138.1pp | 73.15%-55.0pp |
| Employer contribution / active EE | $2,447 | $2,966-17.5% | $4,696-47.9% | $2,343+4.5% |
| Participant deferral / active EE | $4,507 | $5,051-10.8% | $6,247-27.9% | $3,332+35.3% |
| Admin fee / account holder | $2,772 | $5,421-48.9% | $9,244-70.0% | $4,645-40.3% |