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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 | $14,595 | $165,939-91.2% | $122,354-88.1% | $147,585-90.1% |
| Participation rate | 61.1% | 79.6%-18.5pp | 71.6%-10.5pp | 82.8%-21.7pp |
| Annual return | 12.35% | 34.56%-22.2pp | 30.28%-17.9pp | 578.58%-566.2pp |
| Employer contribution / active EE | $486 | $5,754-91.5% | $4,051-88.0% | $4,876-90.0% |
| Participant deferral / active EE | $1,596 | $4,005-60.1% | $3,287-51.4% | $5,439-70.6% |
| Admin fee / account holder | $866 | $7,425-88.3% | $5,479-84.2% | $10,886-92.0% |