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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 | $14,201 | $102,385-86.1% | $147,080-90.3% | $80,935-82.5% |
| Participation rate | 57.7% | 75.9%-18.2pp | 82.2%-24.5pp | 67.7%-10.0pp |
| Annual return | 23.21% | 135.09%-111.9pp | 420.17%-397.0pp | 35.66%-12.5pp |
| Employer contribution / active EE | $1,442 | $3,717-61.2% | $4,933-70.8% | $2,757-47.7% |
| Participant deferral / active EE | $2,627 | $6,651-60.5% | $8,066-67.4% | $4,299-38.9% |
| Admin fee / account holder | $2,772 | $7,951-65.1% | $12,989-78.7% | $6,924-60.0% |