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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 | $17,831 | $88,672-79.9% | $105,223-83.1% | $82,448-78.4% |
| Participation rate | 58.1% | 67.9%-9.8pp | 75.0%-16.9pp | 68.1%-9.9pp |
| Annual return | 19.45% | 30.86%-11.4pp | 180.65%-161.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,289 | $3,048-57.7% | $3,689-65.1% | $2,551-49.5% |
| Participant deferral / active EE | $1,908 | $4,036-52.7% | $5,072-62.4% | $4,139-53.9% |
| Admin fee / account holder | $630 | $7,146-91.2% | $8,859-92.9% | $7,234-91.3% |