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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 | $18,342 | $74,661-75.4% | $160,784-88.6% | $67,986-73.0% |
| Participation rate | 60.4% | 57.1%+3.2pp | 77.0%-16.6pp | 57.2%+3.2pp |
| Annual return | 14.25% | 28.83%-14.6pp | 1803.92%-1789.7pp | 31.67%-17.4pp |
| Employer contribution / active EE | $473 | $1,829-74.1% | $3,733-87.3% | $2,019-76.6% |
| Participant deferral / active EE | $1,377 | $3,681-62.6% | $6,293-78.1% | $3,358-59.0% |
| Admin fee / account holder | $1,901 | $3,959-52.0% | $9,717-80.4% | $3,203-40.7% |