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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 | $16,454 | $89,259-81.6% | $107,187-84.6% | $82,637-80.1% |
| Participation rate | 61.8% | 67.9%-6.2pp | 75.0%-13.3pp | 68.1%-6.3pp |
| Annual return | 18.64% | 21.02%-2.4pp | 204.55%-185.9pp | 53.51%-34.9pp |
| Employer contribution / active EE | $867 | $3,080-71.8% | $3,782-77.1% | $2,552-66.0% |
| Participant deferral / active EE | $3,440 | $4,037-14.8% | $5,096-32.5% | $4,126-16.6% |
| Admin fee / account holder | $1,092 | $7,381-85.2% | $9,162-88.1% | $7,339-85.1% |