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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 | $19,117 | $63,342-69.8% | $92,236-79.3% | $70,131-72.7% |
| Participation rate | 15.8% | 68.7%-52.9pp | 76.5%-60.7pp | 69.5%-53.8pp |
| Annual return | 21.36% | 530.15%-508.8pp | 176.29%-154.9pp | 73.14%-51.8pp |
| Employer contribution / active EE | $1,081 | $2,471-56.2% | $3,679-70.6% | $2,342-53.8% |
| Participant deferral / active EE | $3,420 | $2,854+19.8% | $3,897-12.2% | $3,332+2.6% |
| Admin fee / account holder | $1,247 | $3,840-67.5% | $5,194-76.0% | $4,645-73.2% |