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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 | $10,724 | $91,179-88.2% | $178,499-94.0% | $79,852-86.6% |
| Participation rate | 65.9% | 69.2%-3.4pp | 81.9%-16.1pp | 69.6%-3.8pp |
| Annual return | 14.12% | 24.19%-10.1pp | 151.10%-137.0pp | 31.72%-17.6pp |
| Employer contribution / active EE | $639 | $3,256-80.4% | $5,011-87.3% | $2,471-74.2% |
| Participant deferral / active EE | $1,127 | $3,236-65.2% | $5,202-78.3% | $3,740-69.9% |
| Admin fee / account holder | $758 | $6,749-88.8% | $13,986-94.6% | $5,306-85.7% |