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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 | $13,161 | $91,198-85.6% | $178,503-92.6% | $79,856-83.5% |
| Participation rate | 47.7% | 69.2%-21.5pp | 81.9%-34.3pp | 69.6%-22.0pp |
| Annual return | 24.40% | 24.20%+0.2pp | 151.12%-126.7pp | 31.71%-7.3pp |
| Employer contribution / active EE | $726 | $3,257-77.7% | $5,011-85.5% | $2,471-70.6% |
| Participant deferral / active EE | $1,517 | $3,237-53.1% | $5,202-70.8% | $3,741-59.5% |
| Admin fee / account holder | $756 | $6,748-88.8% | $13,987-94.6% | $5,306-85.8% |