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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 | $13,422 | $53,128-74.7% | $86,582-84.5% | $70,126-80.9% |
| Participation rate | 26.7% | 65.3%-38.6pp | 73.5%-46.8pp | 69.5%-42.8pp |
| Annual return | 15.48% | 27.66%-12.2pp | 965.08%-949.6pp | 73.15%-57.7pp |
| Employer contribution / active EE | $340 | $2,068-83.6% | $2,839-88.0% | $2,343-85.5% |
| Participant deferral / active EE | $848 | $2,695-68.5% | $3,609-76.5% | $3,332-74.6% |
| Admin fee / account holder | $4,894 | $3,584+36.6% | $4,904-0.2% | $4,645+5.4% |