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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 | $10,726 | $77,634-86.2% | $156,551-93.1% | $62,891-82.9% |
| Participation rate | 48.4% | 71.2%-22.8pp | 84.0%-35.6pp | 69.3%-20.9pp |
| Annual return | 9.32% | 50.32%-41.0pp | 32.23%-22.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $852 | $3,444-75.3% | $5,501-84.5% | $2,281-62.6% |
| Participant deferral / active EE | $975 | $3,045-68.0% | $4,871-80.0% | $3,203-69.6% |
| Admin fee / account holder | $760 | $5,561-86.3% | $13,028-94.2% | $4,296-82.3% |