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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 | $17,269 | $71,230-75.8% | $93,727-81.6% | $80,959-78.7% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.7%-17.7pp |
| Annual return | 172.13% | 11.26%+160.9pp | 133.83%+38.3pp | 35.67%+136.5pp |
| Employer contribution / active EE | $471 | $1,565-69.9% | $2,421-80.6% | $2,757-82.9% |
| Participant deferral / active EE | $1,463 | $4,037-63.8% | $4,417-66.9% | $4,300-66.0% |
| Admin fee / account holder | $461 | $6,961-93.4% | $8,292-94.4% | $6,925-93.3% |