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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 | $12,446 | $63,346-80.4% | $92,239-86.5% | $70,124-82.3% |
| Participation rate | 66.7% | 68.7%-2.0pp | 76.5%-9.8pp | 69.5%-2.9pp |
| Annual return | 20.51% | 530.19%-509.7pp | 176.29%-155.8pp | 73.14%-52.6pp |
| Employer contribution / active EE | $639 | $2,471-74.1% | $3,680-82.6% | $2,342-72.7% |
| Participant deferral / active EE | $1,500 | $2,854-47.4% | $3,897-61.5% | $3,332-55.0% |
| Admin fee / account holder | $335 | $3,841-91.3% | $5,194-93.5% | $4,645-92.8% |