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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 | $12,369 | $72,607-83.0% | $90,259-86.3% | $87,485-85.9% |
| Participation rate | 36.7% | 64.8%-28.1pp | 70.7%-34.1pp | 68.9%-32.3pp |
| Annual return | 88.04% | 18.59%+69.5pp | 18.88%+69.2pp | 26.06%+62.0pp |
| Employer contribution / active EE | $457 | $1,919-76.2% | $2,291-80.1% | $2,596-82.4% |
| Participant deferral / active EE | $1,095 | $3,055-64.2% | $3,827-71.4% | $4,274-74.4% |
| Admin fee / account holder | $651 | $5,947-89.1% | $7,267-91.0% | $7,775-91.6% |