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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 | $14,680 | $106,905-86.3% | $84,020-82.5% | $152,885-90.4% |
| Participation rate | 35.3% | 75.2%-39.9pp | 69.0%-33.7pp | 82.5%-47.2pp |
| Annual return | 15.59% | 105.00%-89.4pp | 71.31%-55.7pp | 345.39%-329.8pp |
| Employer contribution / active EE | $1,156 | $2,735-57.7% | $1,984-41.7% | $4,763-75.7% |
| Participant deferral / active EE | $2,109 | $4,012-47.4% | $3,239-34.9% | $5,851-64.0% |
| Admin fee / account holder | $1,060 | $8,287-87.2% | $6,101-82.6% | $11,598-90.9% |