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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 | $10,808 | $66,402-83.7% | $109,895-90.2% | $85,856-87.4% |
| Participation rate | 61.5% | 63.9%-2.3pp | 74.2%-12.7pp | 69.3%-7.8pp |
| Annual return | 16.21% | 19.59%-3.4pp | 29.46%-13.2pp | 318.58%-302.4pp |
| Employer contribution / active EE | $902 | $1,687-46.5% | $2,843-68.3% | $2,565-64.8% |
| Participant deferral / active EE | $1,212 | $2,842-57.4% | $4,049-70.1% | $3,952-69.3% |
| Admin fee / account holder | $824 | $4,557-81.9% | $6,067-86.4% | $6,261-86.8% |