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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 | $16,494 | $78,707-79.0% | $117,861-86.0% | $70,126-76.5% |
| Participation rate | 54.6% | 73.2%-18.6pp | 79.7%-25.0pp | 69.5%-14.9pp |
| Annual return | 13.95% | 23.30%-9.3pp | 335.11%-321.2pp | 73.15%-59.2pp |
| Employer contribution / active EE | $1,128 | $2,223-49.3% | $3,786-70.2% | $2,343-51.8% |
| Participant deferral / active EE | $1,753 | $3,297-46.8% | $4,482-60.9% | $3,332-47.4% |
| Admin fee / account holder | $1,010 | $5,066-80.1% | $8,021-87.4% | $4,645-78.3% |