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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 | $22,548 | $149,741-84.9% | $118,914-81.0% | $158,982-85.8% |
| Participation rate | 62.5% | 82.1%-19.6pp | 75.4%-12.9pp | 82.0%-19.5pp |
| Annual return | 15.53% | 19.94%-4.4pp | 35.89%-20.4pp | 302.99%-287.5pp |
| Employer contribution / active EE | $1,206 | $4,119-70.7% | $3,264-63.1% | $4,763-74.7% |
| Participant deferral / active EE | $1,446 | $5,226-72.3% | $4,266-66.1% | $5,983-75.8% |
| Admin fee / account holder | $358 | $8,607-95.8% | $6,582-94.6% | $11,252-96.8% |