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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 | $19,784 | $232,540-91.5% | $185,117-89.3% | $147,586-86.6% |
| Participation rate | 43.8% | 82.4%-38.6pp | 77.3%-33.5pp | 82.8%-39.1pp |
| Annual return | 12.78% | 43.03%-30.3pp | 40.50%-27.7pp | 578.59%-565.8pp |
| Employer contribution / active EE | $531 | $5,195-89.8% | $4,182-87.3% | $4,876-89.1% |
| Participant deferral / active EE | $896 | $5,834-84.6% | $5,045-82.2% | $5,439-83.5% |
| Admin fee / account holder | $1,541 | $10,275-85.0% | $8,159-81.1% | $10,886-85.8% |