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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 | $10,559 | $57,976-81.8% | $63,018-83.2% | $62,293-83.0% |
| Participation rate | 60.7% | 75.9%-15.2pp | 74.8%-14.1pp | 69.5%-8.8pp |
| Annual return | 30.52% | 17.54%+13.0pp | 87.62%-57.1pp | 28.90%+1.6pp |
| Employer contribution / active EE | $1,060 | $2,415-56.1% | $2,761-61.6% | $2,042-48.1% |
| Participant deferral / active EE | $1,372 | $2,956-53.6% | $3,330-58.8% | $3,169-56.7% |
| Admin fee / account holder | $383 | $276+38.8% | $3,601-89.4% | $479-20.1% |