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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 | $15,159 | $102,429-85.2% | $147,096-89.7% | $80,925-81.3% |
| Participation rate | 66.2% | 75.9%-9.7pp | 82.2%-16.0pp | 67.7%-1.5pp |
| Annual return | 12.94% | 135.02%-122.1pp | 419.75%-406.8pp | 35.65%-22.7pp |
| Employer contribution / active EE | $1,854 | $3,716-50.1% | $4,936-62.4% | $2,756-32.7% |
| Participant deferral / active EE | $2,966 | $6,649-55.4% | $8,071-63.3% | $4,299-31.0% |
| Admin fee / account holder | $1,946 | $7,957-75.5% | $13,005-85.0% | $6,940-72.0% |