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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 | $15,976 | $165,939-90.4% | $122,354-86.9% | $147,586-89.2% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 12.10% | 34.56%-22.5pp | 30.28%-18.2pp | 578.59%-566.5pp |
| Employer contribution / active EE | $960 | $5,754-83.3% | $4,051-76.3% | $4,876-80.3% |
| Participant deferral / active EE | $340 | $4,005-91.5% | $3,287-89.7% | $5,439-93.7% |
| Admin fee / account holder | $2,036 | $7,425-72.6% | $5,479-62.8% | $10,886-81.3% |