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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 | $10,868 | $38,969-72.1% | $109,313-90.1% | $55,167-80.3% |
| Participation rate | 25.5% | 58.2%-32.8pp | 71.3%-45.8pp | 69.0%-43.5pp |
| Annual return | 7.47% | 8.26%-0.8pp | 22.07%-14.6pp | 169.23%-161.8pp |
| Employer contribution / active EE | $296 | $1,227-75.9% | $3,892-92.4% | $1,963-84.9% |
| Participant deferral / active EE | $852 | $2,176-60.9% | $3,166-73.1% | $3,054-72.1% |
| Admin fee / account holder | $1,060 | $501+111.6% | $5,666-81.3% | $504+110.4% |