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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 | $13,651 | $77,677-82.4% | $109,188-87.5% | $79,389-82.8% |
| Participation rate | 43.4% | 67.8%-24.4pp | 75.9%-32.5pp | 70.7%-27.3pp |
| Annual return | 47.82% | 23.44%+24.4pp | 25.76%+22.1pp | 116.89%-69.1pp |
| Employer contribution / active EE | $947 | $2,798-66.2% | $3,723-74.6% | $2,428-61.0% |
| Participant deferral / active EE | $1,739 | $3,517-50.5% | $4,654-62.6% | $4,046-57.0% |
| Admin fee / account holder | $508 | $732-30.6% | $6,755-92.5% | $626-18.9% |