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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 | $10,801 | $93,346-88.4% | $71,796-85.0% | $273,972-96.1% |
| Participation rate | 60.9% | 76.5%-15.7pp | 69.1%-8.2pp | 83.0%-22.1pp |
| Annual return | 11.99% | 130.39%-118.4pp | 78.04%-66.0pp | 41.46%-29.5pp |
| Employer contribution / active EE | $678 | $2,733-75.2% | $1,924-64.8% | $4,869-86.1% |
| Participant deferral / active EE | $1,298 | $3,475-62.7% | $2,794-53.6% | $5,287-75.5% |
| Admin fee / account holder | $802 | $6,571-87.8% | $4,815-83.3% | $10,133-92.1% |