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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 | $11,860 | $97,648-87.9% | $121,663-90.3% | $87,485-86.4% |
| Participation rate | 57.1% | 70.5%-13.3pp | 74.5%-17.3pp | 68.9%-11.8pp |
| Annual return | 17.25% | 18.03%-0.8pp | 147.54%-130.3pp | 26.06%-8.8pp |
| Employer contribution / active EE | $877 | $2,300-61.9% | $3,020-71.0% | $2,596-66.2% |
| Participant deferral / active EE | $1,731 | $3,923-55.9% | $4,887-64.6% | $4,274-59.5% |
| Admin fee / account holder | $542 | $11,100-95.1% | $14,289-96.2% | $7,775-93.0% |