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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 | $16,789 | $78,707-78.7% | $117,861-85.8% | $70,126-76.1% |
| Participation rate | 45.2% | 73.2%-28.0pp | 79.7%-34.5pp | 69.5%-24.4pp |
| Annual return | 22.77% | 23.30%-0.5pp | 335.11%-312.3pp | 73.15%-50.4pp |
| Employer contribution / active EE | $716 | $2,223-67.8% | $3,786-81.1% | $2,343-69.4% |
| Participant deferral / active EE | $1,875 | $3,297-43.1% | $4,482-58.2% | $3,332-43.7% |
| Admin fee / account holder | $1,289 | $5,066-74.6% | $8,021-83.9% | $4,645-72.3% |