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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 | $10,867 | $37,422-71.0% | $92,985-88.3% | $64,728-83.2% |
| Participation rate | 15.5% | 40.1%-24.6pp | 69.5%-54.0pp | 57.9%-42.4pp |
| Annual return | 16.92% | 20.66%-3.7pp | 27.99%-11.1pp | 49.38%-32.5pp |
| Employer contribution / active EE | $257 | $1,156-77.8% | $2,662-90.4% | $2,243-88.6% |
| Participant deferral / active EE | $421 | $1,740-75.8% | $4,377-90.4% | $2,729-84.6% |
| Admin fee / account holder | $2,087 | $2,190-4.7% | $9,463-77.9% | $1,145+82.2% |