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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 | $12,325 | $53,841-77.1% | $75,731-83.7% | $85,851-85.6% |
| Participation rate | 52.4% | 69.0%-16.7pp | 74.8%-22.4pp | 69.3%-16.9pp |
| Annual return | 24.03% | 24.54%-0.5pp | 104.65%-80.6pp | 318.63%-294.6pp |
| Employer contribution / active EE | $538 | $2,017-73.3% | $2,743-80.4% | $2,565-79.0% |
| Participant deferral / active EE | $1,111 | $2,895-61.6% | $3,820-70.9% | $3,952-71.9% |
| Admin fee / account holder | $14,554 | $3,340+335.7% | $3,620+302.0% | $6,261+132.5% |