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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 | $17,227 | $112,915-84.7% | $90,965-81.1% | $158,950-89.2% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 33.69% | 215.75%-182.1pp | 134.57%-100.9pp | 302.91%-269.2pp |
| Employer contribution / active EE | $421 | $2,894-85.4% | $2,122-80.2% | $4,762-91.2% |
| Participant deferral / active EE | $2,445 | $4,128-40.8% | $3,373-27.5% | $5,983-59.1% |
| Admin fee / account holder | $997 | $8,044-87.6% | $5,960-83.3% | $11,248-91.1% |