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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 | $11,488 | $84,236-86.4% | $170,439-93.3% | $70,124-83.6% |
| Participation rate | 37.3% | 70.8%-33.5pp | 83.6%-46.2pp | 69.5%-32.2pp |
| Annual return | 18.72% | 23.06%-4.3pp | 205.94%-187.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $596 | $3,387-82.4% | $5,433-89.0% | $2,342-74.6% |
| Participant deferral / active EE | $928 | $3,086-69.9% | $4,939-81.2% | $3,332-72.2% |
| Admin fee / account holder | $1,977 | $5,698-65.3% | $13,881-85.8% | $4,645-57.4% |