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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 | $19,482 | $65,084-70.1% | $67,681-71.2% | $64,340-69.7% |
| Participation rate | 28.0% | 66.7%-38.7pp | 73.7%-45.7pp | 55.2%-27.2pp |
| Annual return | 11.94% | 20.50%-8.6pp | 590.58%-578.6pp | 24.14%-12.2pp |
| Employer contribution / active EE | $678 | $2,398-71.8% | $2,678-74.7% | $1,862-63.6% |
| Participant deferral / active EE | $1,170 | $3,210-63.5% | $3,976-70.6% | $2,980-60.7% |
| Admin fee / account holder | $3,057 | $1,415+116.0% | $6,100-49.9% | $3,703-17.4% |