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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 | $15,935 | $104,251-84.7% | $91,004-82.5% | $147,586-89.2% |
| Participation rate | 46.2% | 78.2%-32.1pp | 75.6%-29.4pp | 82.8%-36.7pp |
| Annual return | 9.10% | 27.06%-18.0pp | 4.60%+4.5pp | 578.59%-569.5pp |
| Employer contribution / active EE | $855 | $3,116-72.6% | $2,456-65.2% | $4,876-82.5% |
| Participant deferral / active EE | $3,240 | $4,195-22.8% | $3,548-8.7% | $5,439-40.4% |
| Admin fee / account holder | $654 | $8,948-92.7% | $5,417-87.9% | $10,886-94.0% |