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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 | $18,362 | $54,573-66.4% | $90,970-79.8% | $73,497-75.0% |
| Participation rate | 49.5% | 61.2%-11.6pp | 69.0%-19.5pp | 70.7%-21.1pp |
| Annual return | 19.69% | 16.69%+3.0pp | 134.60%-114.9pp | 28.51%-8.8pp |
| Employer contribution / active EE | $593 | $991-40.2% | $2,122-72.0% | $2,270-73.9% |
| Participant deferral / active EE | $1,559 | $2,517-38.1% | $3,373-53.8% | $3,740-58.3% |
| Admin fee / account holder | $696 | $521+33.4% | $5,961-88.3% | $513+35.6% |