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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 | $18,187 | $99,079-81.6% | $78,002-76.7% | $273,972-93.4% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.5%-42.2pp | 83.0%-49.7pp |
| Annual return | 5.92% | 217.93%-212.0pp | 425.99%-420.1pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,275 | $3,308-61.4% | $2,470-48.4% | $4,869-73.8% |
| Participant deferral / active EE | $1,770 | $4,306-58.9% | $3,497-49.4% | $5,287-66.5% |
| Admin fee / account holder | $411 | $8,954-95.4% | $5,481-92.5% | $10,133-95.9% |