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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 | $11,408 | $77,638-85.3% | $156,551-92.7% | $62,881-81.9% |
| Participation rate | 67.4% | 71.2%-3.8pp | 84.0%-16.6pp | 69.3%-1.9pp |
| Annual return | 7.17% | 50.33%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $428 | $3,444-87.6% | $5,501-92.2% | $2,281-81.2% |
| Participant deferral / active EE | $946 | $3,046-68.9% | $4,871-80.6% | $3,203-70.5% |
| Admin fee / account holder | $1,238 | $5,561-77.7% | $13,028-90.5% | $4,296-71.2% |