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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 | $10,753 | $46,732-77.0% | $156,551-93.1% | $55,167-80.5% |
| Participation rate | 24.2% | 65.8%-41.6pp | 84.0%-59.8pp | 69.0%-44.8pp |
| Annual return | 9.63% | 17.72%-8.1pp | 32.23%-22.6pp | 169.23%-159.6pp |
| Employer contribution / active EE | $453 | $2,105-78.5% | $5,501-91.8% | $1,963-76.9% |
| Participant deferral / active EE | $714 | $2,204-67.6% | $4,871-85.3% | $3,054-76.6% |
| Admin fee / account holder | $687 | $418+64.1% | $13,028-94.7% | $504+36.3% |