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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 | $17,968 | $98,240-81.7% | $82,313-78.2% | $147,585-87.8% |
| Participation rate | 37.5% | 79.7%-42.2pp | 76.9%-39.4pp | 82.8%-45.3pp |
| Annual return | 16.91% | 30.85%-13.9pp | 25.88%-9.0pp | 578.57%-561.7pp |
| Employer contribution / active EE | $791 | $3,192-75.2% | $2,428-67.4% | $4,876-83.8% |
| Participant deferral / active EE | $1,560 | $4,383-64.4% | $3,706-57.9% | $5,439-71.3% |
| Admin fee / account holder | $5,955 | $8,563-30.5% | $5,608+6.2% | $10,885-45.3% |