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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 | $15,190 | $102,385-85.2% | $147,080-89.7% | $80,935-81.2% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 18.17% | 135.09%-116.9pp | 420.17%-402.0pp | 35.66%-17.5pp |
| Employer contribution / active EE | $1,484 | $3,717-60.1% | $4,933-69.9% | $2,757-46.2% |
| Participant deferral / active EE | $4,191 | $6,651-37.0% | $8,066-48.0% | $4,299-2.5% |
| Admin fee / account holder | $3,503 | $7,951-55.9% | $12,989-73.0% | $6,924-49.4% |