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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 | $16,693 | $72,492-77.0% | $87,102-80.8% | $72,983-77.1% |
| Participation rate | 59.7% | 72.8%-13.1pp | 76.9%-17.1pp | 69.5%-9.7pp |
| Annual return | 109.85% | 24.46%+85.4pp | 28.19%+81.7pp | 81.01%+28.8pp |
| Employer contribution / active EE | $826 | $1,894-56.4% | $2,521-67.2% | $2,440-66.1% |
| Participant deferral / active EE | $7,331 | $3,270+124.2% | $4,048+81.1% | $3,608+103.2% |
| Admin fee / account holder | $775 | $5,055-84.7% | $7,491-89.6% | $5,124-84.9% |