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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 | $15,019 | $96,236-84.4% | $136,072-89.0% | $80,935-81.4% |
| Participation rate | 44.4% | 71.2%-26.8pp | 76.4%-32.0pp | 67.7%-23.2pp |
| Annual return | 23.22% | 28.74%-5.5pp | 580.46%-557.2pp | 35.66%-12.4pp |
| Employer contribution / active EE | $905 | $3,350-73.0% | $4,216-78.5% | $2,757-67.2% |
| Participant deferral / active EE | $2,788 | $5,709-51.2% | $7,028-60.3% | $4,299-35.2% |
| Admin fee / account holder | $1,717 | $8,250-79.2% | $6,718-74.4% | $6,924-75.2% |