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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 | $79 | $102,245-99.9% | $89,340-99.9% | $137,256-99.9% |
| Participation rate | 62.5% | 74.9%-12.4pp | 69.6%-7.1pp | 80.0%-17.5pp |
| Annual return | 15.36% | 21.89%-6.5pp | 20.57%-5.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $229 | $2,529-90.9% | $2,231-89.7% | $4,156-94.5% |
| Participant deferral / active EE | $1,611 | $4,436-63.7% | $3,823-57.8% | $6,407-74.8% |
| Admin fee / account holder | $13,138 | $8,085+62.5% | $6,704+96.0% | $12,270+7.1% |