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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 | $15,751 | $112,915-86.1% | $90,965-82.7% | $158,950-90.1% |
| Participation rate | 55.6% | 74.7%-19.2pp | 69.0%-13.5pp | 82.0%-26.4pp |
| Annual return | 19.78% | 215.75%-196.0pp | 134.57%-114.8pp | 302.91%-283.1pp |
| Employer contribution / active EE | $1,452 | $2,894-49.8% | $2,122-31.6% | $4,762-69.5% |
| Participant deferral / active EE | $2,103 | $4,128-49.1% | $3,373-37.6% | $5,983-64.8% |
| Admin fee / account holder | $756 | $8,044-90.6% | $5,960-87.3% | $11,248-93.3% |