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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 | $17,675 | $63,346-72.1% | $92,240-80.8% | $70,126-74.8% |
| Participation rate | 48.9% | 68.7%-19.7pp | 76.5%-27.5pp | 69.5%-20.6pp |
| Annual return | 24.58% | 530.19%-505.6pp | 176.29%-151.7pp | 73.15%-48.6pp |
| Employer contribution / active EE | $782 | $2,471-68.4% | $3,680-78.7% | $2,343-66.6% |
| Participant deferral / active EE | $3,472 | $2,854+21.7% | $3,897-10.9% | $3,332+4.2% |
| Admin fee / account holder | $411 | $3,841-89.3% | $5,194-92.1% | $4,645-91.1% |