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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 | $22,697 | $96,731-76.5% | $123,973-81.7% | $86,983-73.9% |
| Participation rate | 46.7% | 70.0%-23.4pp | 76.7%-30.0pp | 69.5%-22.9pp |
| Annual return | 14.05% | 17.33%-3.3pp | 388.13%-374.1pp | 25.83%-11.8pp |
| Employer contribution / active EE | $955 | $3,297-71.0% | $4,126-76.9% | $2,584-63.1% |
| Participant deferral / active EE | $2,094 | $4,152-49.6% | $5,247-60.1% | $4,194-50.1% |
| Admin fee / account holder | $986 | $8,722-88.7% | $11,799-91.6% | $7,856-87.4% |