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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 | $16,468 | $55,457-70.3% | $77,361-78.7% | $94,015-82.5% |
| Participation rate | 48.9% | 69.8%-20.9pp | 75.0%-26.0pp | 70.8%-21.9pp |
| Annual return | 21.46% | 15.57%+5.9pp | 1011.54%-990.1pp | 17.84%+3.6pp |
| Employer contribution / active EE | $645 | $2,255-71.4% | $2,990-78.4% | $2,790-76.9% |
| Participant deferral / active EE | $1,766 | $3,069-42.5% | $3,911-54.9% | $4,249-58.5% |
| Admin fee / account holder | $2,115 | $4,334-51.2% | $5,894-64.1% | $8,951-76.4% |