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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 | $16,084 | $116,203-86.2% | $93,621-82.8% | $152,909-89.5% |
| Participation rate | 52.6% | 78.1%-25.4pp | 75.8%-23.2pp | 82.5%-29.8pp |
| Annual return | 19.96% | 35.96%-16.0pp | 32.76%-12.8pp | 345.46%-325.5pp |
| Employer contribution / active EE | $948 | $3,219-70.5% | $2,719-65.1% | $4,764-80.1% |
| Participant deferral / active EE | $2,773 | $4,605-39.8% | $4,070-31.9% | $5,851-52.6% |
| Admin fee / account holder | $786 | $10,751-92.7% | $7,890-90.0% | $11,601-93.2% |