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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 | $17,464 | $63,346-72.4% | $92,240-81.1% | $70,126-75.1% |
| Participation rate | 15.4% | 68.7%-53.3pp | 76.5%-61.1pp | 69.5%-54.2pp |
| Annual return | 23.85% | 530.19%-506.3pp | 176.29%-152.4pp | 73.15%-49.3pp |
| Employer contribution / active EE | $509 | $2,471-79.4% | $3,680-86.2% | $2,343-78.3% |
| Participant deferral / active EE | $1,214 | $2,854-57.5% | $3,897-68.8% | $3,332-63.6% |
| Admin fee / account holder | $809 | $3,841-78.9% | $5,194-84.4% | $4,645-82.6% |