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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 | $14,785 | $63,346-76.7% | $92,240-84.0% | $70,126-78.9% |
| Participation rate | 28.0% | 68.7%-40.7pp | 76.5%-48.5pp | 69.5%-41.5pp |
| Annual return | 19.23% | 530.19%-511.0pp | 176.29%-157.1pp | 73.15%-53.9pp |
| Employer contribution / active EE | $502 | $2,471-79.7% | $3,680-86.4% | $2,343-78.6% |
| Participant deferral / active EE | $1,256 | $2,854-56.0% | $3,897-67.8% | $3,332-62.3% |
| Admin fee / account holder | $826 | $3,841-78.5% | $5,194-84.1% | $4,645-82.2% |