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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 | $10,833 | $55,453-80.5% | $170,435-93.6% | $62,293-82.6% |
| Participation rate | 39.6% | 66.4%-26.8pp | 83.6%-44.0pp | 69.5%-29.9pp |
| Annual return | 14.48% | 21.38%-6.9pp | 205.94%-191.5pp | 28.90%-14.4pp |
| Employer contribution / active EE | $555 | $2,164-74.3% | $5,432-89.8% | $2,042-72.8% |
| Participant deferral / active EE | $797 | $2,303-65.4% | $4,939-83.9% | $3,169-74.9% |
| Admin fee / account holder | $1,457 | $455+220.2% | $13,881-89.5% | $479+204.0% |