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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 | $16,012 | $93,346-82.8% | $71,796-77.7% | $273,972-94.2% |
| Participation rate | 33.3% | 76.5%-43.2pp | 69.1%-35.8pp | 83.0%-49.7pp |
| Annual return | 9.54% | 130.39%-120.8pp | 78.04%-68.5pp | 41.46%-31.9pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $904 | $3,475-74.0% | $2,794-67.7% | $5,287-82.9% |
| Admin fee / account holder | $7,933 | $6,571+20.7% | $4,815+64.7% | $10,133-21.7% |