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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 | $17,484 | $103,392-83.1% | $87,104-79.9% | $152,897-88.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 15.98% | 28.10%-12.1pp | 28.19%-12.2pp | 345.43%-329.5pp |
| Employer contribution / active EE | $812 | $3,221-74.8% | $2,521-67.8% | $4,764-83.0% |
| Participant deferral / active EE | $1,624 | $4,778-66.0% | $4,048-59.9% | $5,851-72.2% |
| Admin fee / account holder | $2,914 | $12,194-76.1% | $7,491-61.1% | $11,599-74.9% |