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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 | $13,781 | $58,828-76.6% | $78,002-82.3% | $62,881-78.1% |
| Participation rate | 49.4% | 71.1%-21.6pp | 75.5%-26.1pp | 69.3%-19.9pp |
| Annual return | 8.36% | 17.16%-8.8pp | 425.99%-417.6pp | 20.14%-11.8pp |
| Employer contribution / active EE | $517 | $1,672-69.0% | $2,470-79.1% | $2,281-77.3% |
| Participant deferral / active EE | $1,597 | $2,686-40.5% | $3,497-54.3% | $3,203-50.1% |
| Admin fee / account holder | $1,354 | $4,393-69.2% | $5,481-75.3% | $4,296-68.5% |