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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 | $13,029 | $63,346-79.4% | $92,240-85.9% | $70,126-81.4% |
| Participation rate | 67.5% | 68.7%-1.2pp | 76.5%-9.0pp | 69.5%-2.0pp |
| Annual return | 24.08% | 530.19%-506.1pp | 176.29%-152.2pp | 73.15%-49.1pp |
| Employer contribution / active EE | $1,046 | $2,471-57.7% | $3,680-71.6% | $2,343-55.3% |
| Participant deferral / active EE | $1,965 | $2,854-31.1% | $3,897-49.6% | $3,332-41.0% |
| Admin fee / account holder | $439 | $3,841-88.6% | $5,194-91.6% | $4,645-90.6% |