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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 | $51,736-70.6% | $120,225-87.4% | $67,986-77.6% |
| Participation rate | 34.3% | 46.1%-11.7pp | 69.6%-35.2pp | 57.2%-22.9pp |
| Annual return | 15.39% | 31.98%-16.6pp | 439.23%-423.8pp | 31.67%-16.3pp |
| Employer contribution / active EE | $296 | $1,071-72.4% | $3,475-91.5% | $2,019-85.3% |
| Participant deferral / active EE | $946 | $2,206-57.1% | $3,999-76.3% | $3,358-71.8% |
| Admin fee / account holder | $1,958 | $4,159-52.9% | $5,696-65.6% | $3,203-38.9% |