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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 | $21,167 | $65,084-67.5% | $67,681-68.7% | $64,340-67.1% |
| Participation rate | 42.9% | 66.7%-23.9pp | 73.7%-30.9pp | 55.2%-12.4pp |
| Annual return | 18.86% | 20.50%-1.6pp | 590.58%-571.7pp | 24.14%-5.3pp |
| Employer contribution / active EE | $652 | $2,398-72.8% | $2,678-75.7% | $1,862-65.0% |
| Participant deferral / active EE | $1,313 | $3,210-59.1% | $3,976-67.0% | $2,980-55.9% |
| Admin fee / account holder | $519 | $1,415-63.4% | $6,100-91.5% | $3,703-86.0% |