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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 | $15,404 | $110,212-86.0% | $96,534-84.0% | $139,466-89.0% |
| Participation rate | 55.0% | 78.1%-23.1pp | 76.0%-21.0pp | 80.3%-25.3pp |
| Annual return | 31.84% | 26.42%+5.4pp | 25.88%+6.0pp | 373.66%-341.8pp |
| Employer contribution / active EE | $1,803 | $3,620-50.2% | $2,965-39.2% | $4,754-62.1% |
| Participant deferral / active EE | $3,431 | $5,547-38.2% | $4,851-29.3% | $6,712-48.9% |
| Admin fee / account holder | $834 | $11,599-92.8% | $8,253-89.9% | $11,409-92.7% |