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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 | $15,861 | $67,602-76.5% | $82,312-80.7% | $70,126-77.4% |
| Participation rate | 45.7% | 72.8%-27.1pp | 76.9%-31.2pp | 69.5%-23.9pp |
| Annual return | 61.26% | 21.57%+39.7pp | 25.88%+35.4pp | 73.15%-11.9pp |
| Employer contribution / active EE | $538 | $1,755-69.4% | $2,428-77.9% | $2,343-77.0% |
| Participant deferral / active EE | $2,412 | $2,987-19.3% | $3,706-34.9% | $3,332-27.6% |
| Admin fee / account holder | $1,438 | $4,512-68.1% | $5,608-74.4% | $4,645-69.0% |