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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 | $17,084 | $78,670-78.3% | $109,173-84.4% | $85,847-80.1% |
| Participation rate | 40.0% | 68.3%-28.3pp | 75.9%-35.9pp | 69.3%-29.3pp |
| Annual return | 14.29% | 25.09%-10.8pp | 25.75%-11.5pp | 318.61%-304.3pp |
| Employer contribution / active EE | $711 | $2,734-74.0% | $3,723-80.9% | $2,565-72.3% |
| Participant deferral / active EE | $1,703 | $3,467-50.9% | $4,654-63.4% | $3,952-56.9% |
| Admin fee / account holder | $952 | $5,469-82.6% | $6,755-85.9% | $6,261-84.8% |