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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 | $16,790 | $63,342-73.5% | $92,236-81.8% | $70,131-76.1% |
| Participation rate | 29.3% | 68.7%-39.4pp | 76.5%-47.2pp | 69.5%-40.3pp |
| Annual return | 20.35% | 530.15%-509.8pp | 176.29%-155.9pp | 73.14%-52.8pp |
| Employer contribution / active EE | $741 | $2,471-70.0% | $3,679-79.9% | $2,342-68.4% |
| Participant deferral / active EE | $1,392 | $2,854-51.2% | $3,897-64.3% | $3,332-58.2% |
| Admin fee / account holder | $1,116 | $3,840-71.0% | $5,194-78.5% | $4,645-76.0% |