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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 | $19,608 | $93,346-79.0% | $71,796-72.7% | $273,972-92.8% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 185.38% | 130.39%+55.0pp | 78.04%+107.3pp | 41.46%+143.9pp |
| Employer contribution / active EE | $910 | $2,733-66.7% | $1,924-52.7% | $4,869-81.3% |
| Participant deferral / active EE | $1,562 | $3,475-55.1% | $2,794-44.1% | $5,287-70.5% |
| Admin fee / account holder | $896 | $6,571-86.4% | $4,815-81.4% | $10,133-91.2% |