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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 | $16,998 | $63,346-73.2% | $92,240-81.6% | $70,126-75.8% |
| Participation rate | 45.7% | 68.7%-23.0pp | 76.5%-30.8pp | 69.5%-23.8pp |
| Annual return | 17.77% | 530.19%-512.4pp | 176.29%-158.5pp | 73.15%-55.4pp |
| Employer contribution / active EE | $525 | $2,471-78.7% | $3,680-85.7% | $2,343-77.6% |
| Participant deferral / active EE | $1,530 | $2,854-46.4% | $3,897-60.7% | $3,332-54.1% |
| Admin fee / account holder | $333 | $3,841-91.3% | $5,194-93.6% | $4,645-92.8% |