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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 | $18,063 | $58,828-69.3% | $78,002-76.8% | $62,881-71.3% |
| Participation rate | 64.7% | 71.1%-6.4pp | 75.5%-10.8pp | 69.3%-4.6pp |
| Annual return | 8.81% | 17.16%-8.4pp | 425.99%-417.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $708 | $1,672-57.6% | $2,470-71.3% | $2,281-68.9% |
| Participant deferral / active EE | $1,679 | $2,686-37.5% | $3,497-52.0% | $3,203-47.6% |
| Admin fee / account holder | $563 | $4,393-87.2% | $5,481-89.7% | $4,296-86.9% |