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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 | $13,003 | $47,944-72.9% | $67,834-80.8% | $62,881-79.3% |
| Participation rate | 57.5% | 61.1%-3.6pp | 68.8%-11.3pp | 69.3%-11.8pp |
| Annual return | 9.62% | 11.77%-2.1pp | 138.47%-128.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $593 | $1,562-62.0% | $2,403-75.3% | $2,281-74.0% |
| Participant deferral / active EE | $1,476 | $2,247-34.3% | $3,160-53.3% | $3,203-53.9% |
| Admin fee / account holder | $363 | $3,712-90.2% | $4,622-92.2% | $4,296-91.6% |