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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 | $13,167 | $70,684-81.4% | $169,390-92.2% | $75,173-82.5% |
| Participation rate | 32.6% | 64.8%-32.2pp | 77.2%-44.6pp | 67.2%-34.6pp |
| Annual return | 23.88% | 36.38%-12.5pp | 406.07%-382.2pp | 160.72%-136.8pp |
| Employer contribution / active EE | $589 | $2,211-73.3% | $4,013-85.3% | $2,671-77.9% |
| Participant deferral / active EE | $1,602 | $4,310-62.8% | $6,222-74.3% | $4,126-61.2% |
| Admin fee / account holder | $424 | $5,404-92.1% | $9,015-95.3% | $5,651-92.5% |