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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 | $14,397 | $50,637-71.6% | $86,582-83.4% | $62,293-76.9% |
| Participation rate | 41.9% | 67.9%-26.0pp | 73.5%-31.6pp | 69.5%-27.6pp |
| Annual return | 14.85% | 20.80%-6.0pp | 965.08%-950.2pp | 28.90%-14.0pp |
| Employer contribution / active EE | $596 | $2,075-71.3% | $2,839-79.0% | $2,042-70.8% |
| Participant deferral / active EE | $1,212 | $2,611-53.6% | $3,609-66.4% | $3,169-61.7% |
| Admin fee / account holder | $326 | $413-21.0% | $4,904-93.3% | $479-31.9% |