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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 | $11,291 | $58,828-80.8% | $78,002-85.5% | $62,881-82.0% |
| Participation rate | 69.9% | 71.1%-1.2pp | 75.5%-5.6pp | 69.3%+0.6pp |
| Annual return | 10.39% | 17.16%-6.8pp | 425.99%-415.6pp | 20.14%-9.8pp |
| Employer contribution / active EE | $1,353 | $1,672-19.1% | $2,470-45.2% | $2,281-40.7% |
| Participant deferral / active EE | $2,047 | $2,686-23.8% | $3,497-41.4% | $3,203-36.1% |
| Admin fee / account holder | $531 | $4,393-87.9% | $5,481-90.3% | $4,296-87.6% |