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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 | $17,781 | $176,402-89.9% | $134,155-86.7% | $158,950-88.8% |
| Participation rate | 37.5% | 78.7%-41.2pp | 72.2%-34.7pp | 82.0%-44.5pp |
| Annual return | 6.07% | 63.66%-57.6pp | 36.34%-30.3pp | 302.91%-296.8pp |
| Employer contribution / active EE | $778 | $5,042-84.6% | $3,705-79.0% | $4,762-83.7% |
| Participant deferral / active EE | $1,005 | $4,093-75.5% | $3,500-71.3% | $5,983-83.2% |
| Admin fee / account holder | $8,900 | $8,719+2.1% | $6,685+33.1% | $11,248-20.9% |