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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 | $18,245 | $79,223-77.0% | $102,460-82.2% | $74,478-75.5% |
| Participation rate | 55.2% | 74.8%-19.6pp | 76.5%-21.3pp | 67.2%-12.0pp |
| Annual return | 13.05% | 54.98%-41.9pp | 29.47%-16.4pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $909 | $2,363-61.5% | $3,025-69.9% | $2,626-65.4% |
| Participant deferral / active EE | $2,172 | $4,417-50.8% | $5,056-57.0% | $4,350-50.1% |
| Admin fee / account holder | $539 | $2,003-73.1% | $9,460-94.3% | $1,946-72.3% |