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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 | $13,608 | $84,236-83.8% | $170,435-92.0% | $70,126-80.6% |
| Participation rate | 51.2% | 70.8%-19.6pp | 83.6%-32.4pp | 69.5%-18.3pp |
| Annual return | 12.32% | 23.06%-10.7pp | 205.94%-193.6pp | 73.15%-60.8pp |
| Employer contribution / active EE | $493 | $3,387-85.5% | $5,432-90.9% | $2,343-79.0% |
| Participant deferral / active EE | $1,410 | $3,086-54.3% | $4,939-71.4% | $3,332-57.7% |
| Admin fee / account holder | $314 | $5,698-94.5% | $13,881-97.7% | $4,645-93.2% |