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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 | $15,426 | $63,346-75.6% | $92,240-83.3% | $70,126-78.0% |
| Participation rate | 54.9% | 68.7%-13.8pp | 76.5%-21.6pp | 69.5%-14.7pp |
| Annual return | 21.08% | 530.19%-509.1pp | 176.29%-155.2pp | 73.15%-52.1pp |
| Employer contribution / active EE | $1,005 | $2,471-59.3% | $3,680-72.7% | $2,343-57.1% |
| Participant deferral / active EE | $1,212 | $2,854-57.5% | $3,897-68.9% | $3,332-63.6% |
| Admin fee / account holder | $2,386 | $3,841-37.9% | $5,194-54.1% | $4,645-48.6% |