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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 | $11,365 | $84,236-86.5% | $170,435-93.3% | $70,126-83.8% |
| Participation rate | 46.7% | 70.8%-24.2pp | 83.6%-36.9pp | 69.5%-22.9pp |
| Annual return | 15.85% | 23.06%-7.2pp | 205.94%-190.1pp | 73.15%-57.3pp |
| Employer contribution / active EE | $658 | $3,387-80.6% | $5,432-87.9% | $2,343-71.9% |
| Participant deferral / active EE | $1,172 | $3,086-62.0% | $4,939-76.3% | $3,332-64.8% |
| Admin fee / account holder | $2,476 | $5,698-56.5% | $13,881-82.2% | $4,645-46.7% |