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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 | $18,867 | $98,766-80.9% | $149,730-87.4% | $79,852-76.4% |
| Participation rate | 56.9% | 75.8%-18.8pp | 82.5%-25.5pp | 69.6%-12.7pp |
| Annual return | 16.67% | 27.43%-10.8pp | 276.70%-260.0pp | 31.72%-15.0pp |
| Employer contribution / active EE | $785 | $3,217-75.6% | $4,645-83.1% | $2,471-68.2% |
| Participant deferral / active EE | $2,754 | $5,681-51.5% | $6,843-59.8% | $3,740-26.4% |
| Admin fee / account holder | $4,426 | $6,052-26.9% | $9,310-52.5% | $5,306-16.6% |