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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 | $14,643 | $211,288-93.1% | $178,540-91.8% | $145,884-90.0% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 22.48% | 30.27%-7.8pp | 27.15%-4.7pp | 551.85%-529.4pp |
| Employer contribution / active EE | $908 | $4,574-80.1% | $3,953-77.0% | $4,662-80.5% |
| Participant deferral / active EE | $1,661 | $6,967-76.2% | $6,281-73.6% | $6,690-75.2% |
| Admin fee / account holder | $9,222 | $12,105-23.8% | $10,424-11.5% | $13,392-31.1% |