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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 | $16,984 | $106,923-84.1% | $84,023-79.8% | $152,909-88.9% |
| Participation rate | 38.5% | 75.3%-36.8pp | 69.0%-30.6pp | 82.5%-44.0pp |
| Annual return | 22.69% | 105.02%-82.3pp | 71.32%-48.6pp | 345.46%-322.8pp |
| Employer contribution / active EE | $516 | $2,735-81.2% | $1,984-74.0% | $4,764-89.2% |
| Participant deferral / active EE | $1,298 | $4,013-67.7% | $3,239-59.9% | $5,851-77.8% |
| Admin fee / account holder | $7,354 | $8,289-11.3% | $6,102+20.5% | $11,601-36.6% |