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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 | $13,997 | $53,127-73.7% | $86,597-83.8% | $70,131-80.0% |
| Participation rate | 30.8% | 65.3%-34.5pp | 73.5%-42.8pp | 69.5%-38.8pp |
| Annual return | 13.29% | 27.66%-14.4pp | 964.96%-951.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $897 | $2,068-56.6% | $2,840-68.4% | $2,342-61.7% |
| Participant deferral / active EE | $1,479 | $2,696-45.2% | $3,609-59.0% | $3,332-55.6% |
| Admin fee / account holder | $1,931 | $3,585-46.2% | $4,906-60.6% | $4,645-58.4% |