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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 | $18,447 | $106,918-82.7% | $84,021-78.0% | $152,897-87.9% |
| Participation rate | 41.7% | 75.2%-33.6pp | 69.0%-27.4pp | 82.5%-40.8pp |
| Annual return | 16.88% | 105.01%-88.1pp | 71.32%-54.4pp | 345.43%-328.5pp |
| Employer contribution / active EE | $919 | $2,735-66.4% | $1,984-53.7% | $4,764-80.7% |
| Participant deferral / active EE | $3,067 | $4,012-23.6% | $3,239-5.3% | $5,851-47.6% |
| Admin fee / account holder | $1,236 | $8,288-85.1% | $6,102-79.7% | $11,599-89.3% |