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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 | $18,194 | $98,776-81.6% | $149,745-87.9% | $79,856-77.2% |
| Participation rate | 60.8% | 75.8%-15.0pp | 82.5%-21.7pp | 69.6%-8.9pp |
| Annual return | 18.36% | 27.38%-9.0pp | 276.72%-258.4pp | 31.71%-13.4pp |
| Employer contribution / active EE | $877 | $3,217-72.7% | $4,646-81.1% | $2,471-64.5% |
| Participant deferral / active EE | $3,105 | $5,681-45.3% | $6,843-54.6% | $3,741-17.0% |
| Admin fee / account holder | $1,987 | $6,053-67.2% | $9,312-78.7% | $5,306-62.5% |