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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 | $14,932 | $99,652-85.0% | $78,778-81.0% | $147,585-89.9% |
| Participation rate | 61.9% | 76.2%-14.3pp | 69.2%-7.3pp | 82.8%-20.9pp |
| Annual return | 17.12% | 47.28%-30.2pp | 35.62%-18.5pp | 578.57%-561.5pp |
| Employer contribution / active EE | $478 | $2,796-82.9% | $1,986-75.9% | $4,876-90.2% |
| Participant deferral / active EE | $2,911 | $3,664-20.5% | $2,958-1.6% | $5,439-46.5% |
| Admin fee / account holder | $6,799 | $7,155-5.0% | $5,134+32.4% | $10,885-37.5% |