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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 | $13,008 | $79,694-83.7% | $96,192-86.5% | $79,389-83.6% |
| Participation rate | 24.6% | 54.0%-29.4pp | 68.4%-43.9pp | 70.7%-46.1pp |
| Annual return | 18.58% | 40.84%-22.3pp | 192.09%-173.5pp | 116.89%-98.3pp |
| Employer contribution / active EE | $453 | $1,443-68.6% | $2,799-83.8% | $2,428-81.3% |
| Participant deferral / active EE | $1,020 | $2,539-59.8% | $4,351-76.6% | $4,046-74.8% |
| Admin fee / account holder | $951 | $630+50.9% | $5,539-82.8% | $626+51.8% |