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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 | $69,273-82.1% | $90,796-86.4% | $82,637-85.0% |
| Participation rate | 36.7% | 64.0%-27.4pp | 69.5%-32.8pp | 68.1%-31.4pp |
| Annual return | 88.04% | 18.37%+69.7pp | 19.29%+68.7pp | 53.51%+34.5pp |
| Employer contribution / active EE | $457 | $1,865-75.5% | $2,294-80.1% | $2,552-82.1% |
| Participant deferral / active EE | $1,095 | $3,047-64.1% | $3,822-71.3% | $4,126-73.5% |
| Admin fee / account holder | $651 | $5,511-88.2% | $7,024-90.7% | $7,339-91.1% |