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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 | $12,533 | $62,592-80.0% | $85,693-85.4% | $85,856-85.4% |
| Participation rate | 35.2% | 61.1%-25.9pp | 69.9%-34.7pp | 69.3%-34.1pp |
| Annual return | 15.03% | 23.77%-8.7pp | 21.49%-6.5pp | 318.58%-303.6pp |
| Employer contribution / active EE | $541 | $1,755-69.2% | $2,618-79.4% | $2,565-78.9% |
| Participant deferral / active EE | $1,509 | $2,802-46.2% | $3,923-61.5% | $3,952-61.8% |
| Admin fee / account holder | $798 | $4,643-82.8% | $6,874-88.4% | $6,261-87.3% |