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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 | $18,712 | $63,346-70.5% | $92,240-79.7% | $70,126-73.3% |
| Participation rate | 45.2% | 68.7%-23.4pp | 76.5%-31.2pp | 69.5%-24.3pp |
| Annual return | 20.95% | 530.19%-509.2pp | 176.29%-155.3pp | 73.15%-52.2pp |
| Employer contribution / active EE | $953 | $2,471-61.4% | $3,680-74.1% | $2,343-59.3% |
| Participant deferral / active EE | $1,453 | $2,854-49.1% | $3,897-62.7% | $3,332-56.4% |
| Admin fee / account holder | $612 | $3,841-84.1% | $5,194-88.2% | $4,645-86.8% |