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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 | $15,548 | $232,540-93.3% | $185,117-91.6% | $147,586-89.5% |
| Participation rate | 69.2% | 82.4%-13.1pp | 77.3%-8.0pp | 82.8%-13.6pp |
| Annual return | 24.01% | 43.03%-19.0pp | 40.50%-16.5pp | 578.59%-554.6pp |
| Employer contribution / active EE | $1,473 | $5,195-71.7% | $4,182-64.8% | $4,876-69.8% |
| Participant deferral / active EE | $2,892 | $5,834-50.4% | $5,045-42.7% | $5,439-46.8% |
| Admin fee / account holder | $352 | $10,275-96.6% | $8,159-95.7% | $10,886-96.8% |