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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 | $13,861 | $53,128-73.9% | $86,582-84.0% | $70,126-80.2% |
| Participation rate | 22.0% | 65.3%-43.3pp | 73.5%-51.5pp | 69.5%-47.5pp |
| Annual return | 20.79% | 27.66%-6.9pp | 965.08%-944.3pp | 73.15%-52.4pp |
| Employer contribution / active EE | $656 | $2,068-68.3% | $2,839-76.9% | $2,343-72.0% |
| Participant deferral / active EE | $1,304 | $2,695-51.6% | $3,609-63.9% | $3,332-60.9% |
| Admin fee / account holder | $6,326 | $3,584+76.5% | $4,904+29.0% | $4,645+36.2% |