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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 | $16,097 | $232,540-93.1% | $185,117-91.3% | $147,586-89.1% |
| Participation rate | 33.3% | 82.4%-49.0pp | 77.3%-43.9pp | 82.8%-49.5pp |
| Annual return | 24.42% | 43.03%-18.6pp | 40.50%-16.1pp | 578.59%-554.2pp |
| Employer contribution / active EE | $620 | $5,195-88.1% | $4,182-85.2% | $4,876-87.3% |
| Participant deferral / active EE | $2,351 | $5,834-59.7% | $5,045-53.4% | $5,439-56.8% |
| Admin fee / account holder | $695 | $10,275-93.2% | $8,159-91.5% | $10,886-93.6% |