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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 | $12,112 | $63,346-80.9% | $92,240-86.9% | $70,126-82.7% |
| Participation rate | 55.6% | 68.7%-13.1pp | 76.5%-20.9pp | 69.5%-14.0pp |
| Annual return | 19.29% | 530.19%-510.9pp | 176.29%-157.0pp | 73.15%-53.9pp |
| Employer contribution / active EE | $1,002 | $2,471-59.5% | $3,680-72.8% | $2,343-57.2% |
| Participant deferral / active EE | $1,911 | $2,854-33.0% | $3,897-51.0% | $3,332-42.6% |
| Admin fee / account holder | $589 | $3,841-84.7% | $5,194-88.7% | $4,645-87.3% |