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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 | $17,566 | $176,402-90.0% | $134,162-86.9% | $158,966-88.9% |
| Participation rate | 26.7% | 78.7%-52.1pp | 72.2%-45.5pp | 82.0%-55.3pp |
| Annual return | 18.05% | 63.66%-45.6pp | 36.35%-18.3pp | 302.95%-284.9pp |
| Employer contribution / active EE | $436 | $5,042-91.3% | $3,705-88.2% | $4,762-90.8% |
| Participant deferral / active EE | $1,699 | $4,093-58.5% | $3,500-51.5% | $5,983-71.6% |
| Admin fee / account holder | $5,404 | $8,719-38.0% | $6,685-19.2% | $11,250-52.0% |