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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 | $15,064 | $165,939-90.9% | $122,354-87.7% | $147,586-89.8% |
| Participation rate | 57.9% | 79.6%-21.7pp | 71.6%-13.7pp | 82.8%-24.9pp |
| Annual return | 28.15% | 34.56%-6.4pp | 30.28%-2.1pp | 578.59%-550.4pp |
| Employer contribution / active EE | $1,641 | $5,754-71.5% | $4,051-59.5% | $4,876-66.4% |
| Participant deferral / active EE | $3,059 | $4,005-23.6% | $3,287-7.0% | $5,439-43.8% |
| Admin fee / account holder | $482 | $7,425-93.5% | $5,479-91.2% | $10,886-95.6% |