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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 | $17,066 | $232,540-92.7% | $185,117-90.8% | $147,586-88.4% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 15.12% | 43.03%-27.9pp | 40.50%-25.4pp | 578.59%-563.5pp |
| Employer contribution / active EE | $900 | $5,195-82.7% | $4,182-78.5% | $4,876-81.5% |
| Participant deferral / active EE | $2,245 | $5,834-61.5% | $5,045-55.5% | $5,439-58.7% |
| Admin fee / account holder | $3,638 | $10,275-64.6% | $8,159-55.4% | $10,886-66.6% |