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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 | $10,338 | $91,179-88.7% | $178,499-94.2% | $79,852-87.1% |
| Participation rate | 31.1% | 69.2%-38.1pp | 81.9%-50.8pp | 69.6%-38.5pp |
| Annual return | 22.55% | 24.19%-1.6pp | 151.10%-128.6pp | 31.72%-9.2pp |
| Employer contribution / active EE | $529 | $3,256-83.7% | $5,011-89.4% | $2,471-78.6% |
| Participant deferral / active EE | $1,166 | $3,236-64.0% | $5,202-77.6% | $3,740-68.8% |
| Admin fee / account holder | $947 | $6,749-86.0% | $13,986-93.2% | $5,306-82.2% |