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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 | $18,854 | $76,551-75.4% | $123,894-84.8% | $62,881-70.0% |
| Participation rate | 32.6% | 73.0%-40.4pp | 81.4%-48.8pp | 69.3%-36.7pp |
| Annual return | 70.21% | 18.68%+51.5pp | 47.52%+22.7pp | 20.14%+50.1pp |
| Employer contribution / active EE | $920 | $2,882-68.1% | $4,617-80.1% | $2,281-59.7% |
| Participant deferral / active EE | $2,661 | $4,840-45.0% | $5,984-55.5% | $3,203-16.9% |
| Admin fee / account holder | $668 | $4,826-86.2% | $8,357-92.0% | $4,296-84.5% |