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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 | $10,468 | $77,638-86.5% | $156,551-93.3% | $62,881-83.4% |
| Participation rate | 46.3% | 71.2%-24.9pp | 84.0%-37.7pp | 69.3%-23.0pp |
| Annual return | 7.02% | 50.33%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $703 | $3,444-79.6% | $5,501-87.2% | $2,281-69.2% |
| Participant deferral / active EE | $943 | $3,046-69.0% | $4,871-80.6% | $3,203-70.5% |
| Admin fee / account holder | $1,446 | $5,561-74.0% | $13,028-88.9% | $4,296-66.3% |