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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 | $16,016 | $99,652-83.9% | $78,778-79.7% | $147,586-89.1% |
| Participation rate | 38.9% | 76.2%-37.3pp | 69.2%-30.3pp | 82.8%-43.9pp |
| Annual return | 25.68% | 47.28%-21.6pp | 35.62%-9.9pp | 578.59%-552.9pp |
| Employer contribution / active EE | $568 | $2,796-79.7% | $1,986-71.4% | $4,876-88.3% |
| Participant deferral / active EE | $2,725 | $3,664-25.6% | $2,958-7.9% | $5,439-49.9% |
| Admin fee / account holder | $409 | $7,155-94.3% | $5,134-92.0% | $10,886-96.2% |