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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 | $15,665 | $65,361-76.0% | $92,903-83.1% | $72,983-78.5% |
| Participation rate | 34.1% | 68.3%-34.2pp | 76.0%-41.9pp | 69.5%-35.4pp |
| Annual return | 63.74% | 42.11%+21.6pp | 109.43%-45.7pp | 81.01%-17.3pp |
| Employer contribution / active EE | $973 | $2,594-62.5% | $3,653-73.4% | $2,440-60.1% |
| Participant deferral / active EE | $1,588 | $3,128-49.2% | $4,238-62.5% | $3,608-56.0% |
| Admin fee / account holder | $2,156 | $4,251-49.3% | $5,795-62.8% | $5,124-57.9% |