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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 | $17,012 | $63,346-73.1% | $92,240-81.6% | $70,126-75.7% |
| Participation rate | 30.0% | 68.7%-38.7pp | 76.5%-46.5pp | 69.5%-39.5pp |
| Annual return | 20.65% | 530.19%-509.5pp | 176.29%-155.6pp | 73.15%-52.5pp |
| Employer contribution / active EE | $820 | $2,471-66.8% | $3,680-77.7% | $2,343-65.0% |
| Participant deferral / active EE | $1,253 | $2,854-56.1% | $3,897-67.8% | $3,332-62.4% |
| Admin fee / account holder | $2,520 | $3,841-34.4% | $5,194-51.5% | $4,645-45.8% |