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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 | $15,502 | $51,649-70.0% | $124,206-87.5% | $64,097-75.8% |
| Participation rate | 42.0% | 45.2%-3.1pp | 69.6%-27.5pp | 55.2%-13.2pp |
| Annual return | 13.22% | 19.98%-6.8pp | 515.27%-502.1pp | 34.64%-21.4pp |
| Employer contribution / active EE | $687 | $1,057-35.0% | $3,540-80.6% | $1,891-63.7% |
| Participant deferral / active EE | $1,199 | $2,165-44.6% | $3,968-69.8% | $3,080-61.1% |
| Admin fee / account holder | $2,450 | $4,237-42.2% | $5,929-58.7% | $3,454-29.1% |