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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 | $19,883 | $99,652-80.0% | $78,778-74.8% | $147,585-86.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 20.08% | 47.28%-27.2pp | 35.62%-15.5pp | 578.58%-558.5pp |
| Employer contribution / active EE | $1,071 | $2,796-61.7% | $1,986-46.1% | $4,876-78.0% |
| Participant deferral / active EE | $1,375 | $3,664-62.5% | $2,958-53.5% | $5,439-74.7% |
| Admin fee / account holder | $887 | $7,155-87.6% | $5,134-82.7% | $10,886-91.8% |