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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 | $12,186 | $54,717-77.7% | $86,216-85.9% | $71,511-83.0% |
| Participation rate | 56.1% | 60.1%-4.0pp | 69.0%-12.9pp | 67.9%-11.9pp |
| Annual return | 29.40% | 20.07%+9.3pp | 1169.42%-1140.0pp | 28.86%+0.5pp |
| Employer contribution / active EE | $1,636 | $1,267+29.1% | $2,382-31.3% | $2,589-36.8% |
| Participant deferral / active EE | $3,029 | $3,110-2.6% | $3,986-24.0% | $4,291-29.4% |
| Admin fee / account holder | $1,076 | $1,922-44.0% | $6,853-84.3% | $1,588-32.3% |