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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 | $14,550 | $239,571-93.9% | $183,328-92.1% | $137,256-89.4% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 80.0%-30.0pp |
| Annual return | 28.52% | 35.69%-7.2pp | 29.67%-1.2pp | 220.34%-191.8pp |
| Employer contribution / active EE | $1,410 | $6,148-77.1% | $5,055-72.1% | $4,156-66.1% |
| Participant deferral / active EE | $2,703 | $7,995-66.2% | $6,795-60.2% | $6,407-57.8% |
| Admin fee / account holder | $3,438 | $30,059-88.6% | $21,427-84.0% | $12,270-72.0% |