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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 | $17,059 | $55,457-69.2% | $77,361-77.9% | $94,015-81.9% |
| Participation rate | 39.0% | 69.8%-30.8pp | 75.0%-35.9pp | 70.8%-31.8pp |
| Annual return | 10.92% | 15.57%-4.6pp | 1011.54%-1000.6pp | 17.84%-6.9pp |
| Employer contribution / active EE | $872 | $2,255-61.3% | $2,990-70.8% | $2,790-68.7% |
| Participant deferral / active EE | $1,120 | $3,069-63.5% | $3,911-71.4% | $4,249-73.6% |
| Admin fee / account holder | $9,704 | $4,334+123.9% | $5,894+64.7% | $8,951+8.4% |