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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 | $11,087 | $77,638-85.7% | $156,551-92.9% | $62,881-82.4% |
| Participation rate | 48.3% | 71.2%-22.9pp | 84.0%-35.7pp | 69.3%-21.0pp |
| Annual return | 7.81% | 50.33%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $978 | $3,444-71.6% | $5,501-82.2% | $2,281-57.1% |
| Participant deferral / active EE | $1,387 | $3,046-54.5% | $4,871-71.5% | $3,203-56.7% |
| Admin fee / account holder | $1,665 | $5,561-70.1% | $13,028-87.2% | $4,296-61.2% |