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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 | $10,053 | $53,127-81.1% | $86,597-88.4% | $70,131-85.7% |
| Participation rate | 62.3% | 65.3%-3.0pp | 73.5%-11.2pp | 69.5%-7.2pp |
| Annual return | 16.36% | 27.66%-11.3pp | 964.96%-948.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $474 | $2,068-77.1% | $2,840-83.3% | $2,342-79.8% |
| Participant deferral / active EE | $1,047 | $2,696-61.2% | $3,609-71.0% | $3,332-68.6% |
| Admin fee / account holder | $2,904 | $3,585-19.0% | $4,906-40.8% | $4,645-37.5% |