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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 | $10,027 | $58,828-83.0% | $78,002-87.1% | $62,881-84.1% |
| Participation rate | 43.9% | 71.1%-27.2pp | 75.5%-31.6pp | 69.3%-25.4pp |
| Annual return | 16.46% | 17.16%-0.7pp | 425.99%-409.5pp | 20.14%-3.7pp |
| Employer contribution / active EE | $1,320 | $1,672-21.0% | $2,470-46.6% | $2,281-42.1% |
| Participant deferral / active EE | $2,034 | $2,686-24.3% | $3,497-41.8% | $3,203-36.5% |
| Admin fee / account holder | $761 | $4,393-82.7% | $5,481-86.1% | $4,296-82.3% |