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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 | $17,233 | $63,342-72.8% | $92,235-81.3% | $70,131-75.4% |
| Participation rate | 60.7% | 68.7%-8.0pp | 76.5%-15.8pp | 69.5%-8.8pp |
| Annual return | 22.69% | 530.15%-507.5pp | 176.28%-153.6pp | 73.14%-50.5pp |
| Employer contribution / active EE | $1,195 | $2,471-51.7% | $3,679-67.5% | $2,342-49.0% |
| Participant deferral / active EE | $3,470 | $2,854+21.6% | $3,897-10.9% | $3,332+4.2% |
| Admin fee / account holder | $375 | $3,840-90.2% | $5,194-92.8% | $4,645-91.9% |