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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 | $16,023 | $98,240-83.7% | $82,312-80.5% | $147,586-89.1% |
| Participation rate | 58.3% | 79.7%-21.4pp | 76.9%-18.6pp | 82.8%-24.5pp |
| Annual return | 9.73% | 30.85%-21.1pp | 25.88%-16.1pp | 578.59%-568.9pp |
| Employer contribution / active EE | $1,072 | $3,192-66.4% | $2,428-55.9% | $4,876-78.0% |
| Participant deferral / active EE | $2,716 | $4,383-38.0% | $3,706-26.7% | $5,439-50.1% |
| Admin fee / account holder | $41,699 | $8,563+387.0% | $5,608+643.6% | $10,886+283.1% |