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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 | $14,380 | $222,882-93.5% | $182,153-92.1% | $198,609-92.8% |
| Participation rate | 50.0% | 67.8%-17.8pp | 65.7%-15.7pp | 82.4%-32.4pp |
| Annual return | 14.39% | 38.53%-24.1pp | 35.04%-20.7pp | 202.70%-188.3pp |
| Employer contribution / active EE | $1,019 | $2,741-62.8% | $2,593-60.7% | $5,055-79.8% |
| Participant deferral / active EE | $1,142 | $4,212-72.9% | $3,776-69.8% | $6,977-83.6% |
| Admin fee / account holder | $25,462 | $8,972+183.8% | $9,477+168.7% | $19,030+33.8% |