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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 | $13,184 | $53,128-75.2% | $86,581-84.8% | $70,124-81.2% |
| Participation rate | 42.9% | 65.3%-22.4pp | 73.5%-30.7pp | 69.5%-26.7pp |
| Annual return | 19.97% | 27.66%-7.7pp | 965.06%-945.1pp | 73.14%-53.2pp |
| Employer contribution / active EE | $429 | $2,068-79.3% | $2,840-84.9% | $2,342-81.7% |
| Participant deferral / active EE | $875 | $2,695-67.5% | $3,609-75.7% | $3,332-73.7% |
| Admin fee / account holder | $3,797 | $3,584+5.9% | $4,904-22.6% | $4,645-18.3% |