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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 | $19,618 | $102,065-80.8% | $453,569-95.7% | $85,856-77.1% |
| Participation rate | 63.6% | 72.4%-8.7pp | 78.0%-14.4pp | 69.3%-5.7pp |
| Annual return | 14.71% | 25.44%-10.7pp | 64.43%-49.7pp | 318.58%-303.9pp |
| Employer contribution / active EE | $953 | $2,852-66.6% | $4,072-76.6% | $2,565-62.8% |
| Participant deferral / active EE | $3,048 | $4,789-36.3% | $6,211-50.9% | $3,952-22.9% |
| Admin fee / account holder | $1,220 | $5,717-78.7% | $11,214-89.1% | $6,261-80.5% |