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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 | $13,609 | $53,128-74.4% | $86,582-84.3% | $70,126-80.6% |
| Participation rate | 37.8% | 65.3%-27.5pp | 73.5%-35.7pp | 69.5%-31.7pp |
| Annual return | 18.01% | 27.66%-9.7pp | 965.08%-947.1pp | 73.15%-55.1pp |
| Employer contribution / active EE | $789 | $2,068-61.8% | $2,839-72.2% | $2,343-66.3% |
| Participant deferral / active EE | $1,123 | $2,695-58.3% | $3,609-68.9% | $3,332-66.3% |
| Admin fee / account holder | $411 | $3,584-88.5% | $4,904-91.6% | $4,645-91.1% |