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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 | $12,604 | $85,171-85.2% | $172,753-92.7% | $72,976-82.7% |
| Participation rate | 48.8% | 70.1%-21.3pp | 82.6%-33.8pp | 69.5%-20.7pp |
| Annual return | 19.55% | 27.32%-7.8pp | 803.00%-783.4pp | 81.02%-61.5pp |
| Employer contribution / active EE | $825 | $3,324-75.2% | $5,144-84.0% | $2,440-66.2% |
| Participant deferral / active EE | $2,084 | $3,260-36.1% | $5,198-59.9% | $3,608-42.2% |
| Admin fee / account holder | $1,779 | $5,880-69.8% | $13,956-87.3% | $5,124-65.3% |