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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 | $15,206 | $51,649-70.6% | $124,206-87.8% | $64,097-76.3% |
| Participation rate | 34.3% | 45.2%-10.8pp | 69.6%-35.2pp | 55.2%-20.9pp |
| Annual return | 15.39% | 19.98%-4.6pp | 515.27%-499.9pp | 34.64%-19.3pp |
| Employer contribution / active EE | $296 | $1,057-72.0% | $3,540-91.6% | $1,891-84.4% |
| Participant deferral / active EE | $946 | $2,165-56.3% | $3,968-76.1% | $3,080-69.3% |
| Admin fee / account holder | $1,958 | $4,237-53.8% | $5,929-67.0% | $3,454-43.3% |