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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 | $9,880 | $84,236-88.3% | $170,435-94.2% | $70,126-85.9% |
| Participation rate | 69.1% | 70.8%-1.7pp | 83.6%-14.5pp | 69.5%-0.4pp |
| Annual return | 15.07% | 23.06%-8.0pp | 205.94%-190.9pp | 73.15%-58.1pp |
| Employer contribution / active EE | $1,023 | $3,387-69.8% | $5,432-81.2% | $2,343-56.3% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,066 | $5,698-81.3% | $13,881-92.3% | $4,645-77.1% |