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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 | $15,521 | $75,183-79.4% | $123,894-87.5% | $55,167-71.9% |
| Participation rate | 51.8% | 72.8%-21.0pp | 81.4%-29.6pp | 69.0%-17.2pp |
| Annual return | 108.22% | 19.01%+89.2pp | 47.52%+60.7pp | 169.23%-61.0pp |
| Employer contribution / active EE | $749 | $2,823-73.5% | $4,617-83.8% | $1,963-61.8% |
| Participant deferral / active EE | $2,406 | $5,084-52.7% | $5,984-59.8% | $3,054-21.2% |
| Admin fee / account holder | $460 | $663-30.6% | $8,357-94.5% | $504-8.8% |