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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 | $13,579 | $53,128-74.4% | $86,582-84.3% | $70,126-80.6% |
| Participation rate | 50.0% | 65.3%-15.3pp | 73.5%-23.5pp | 69.5%-19.5pp |
| Annual return | 17.36% | 27.66%-10.3pp | 965.08%-947.7pp | 73.15%-55.8pp |
| Employer contribution / active EE | $1,238 | $2,068-40.1% | $2,839-56.4% | $2,343-47.2% |
| Participant deferral / active EE | $1,533 | $2,695-43.1% | $3,609-57.5% | $3,332-54.0% |
| Admin fee / account holder | $5,579 | $3,584+55.7% | $4,904+13.8% | $4,645+20.1% |