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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 | $18,716 | $63,346-70.5% | $92,240-79.7% | $70,126-73.3% |
| Participation rate | 49.4% | 68.7%-19.3pp | 76.5%-27.1pp | 69.5%-20.1pp |
| Annual return | 22.51% | 530.19%-507.7pp | 176.29%-153.8pp | 73.15%-50.6pp |
| Employer contribution / active EE | $1,166 | $2,471-52.8% | $3,680-68.3% | $2,343-50.2% |
| Participant deferral / active EE | $2,133 | $2,854-25.3% | $3,897-45.3% | $3,332-36.0% |
| Admin fee / account holder | $947 | $3,841-75.4% | $5,194-81.8% | $4,645-79.6% |